49 Financial - Houston Office 1334 Brittmoore Road, Houston, TX 77043
About the Business
49 Financial - Houston Office is a finance institution located at 1334 Brittmoore Road in Houston, Texas, United States. Our team of knowledgeable advisors is dedicated to building a comprehensive financial plan tailored to your unique goals. We believe in the value of partnership and strive to simplify the complex so you can focus on what matters most to you. Our team-oriented approach allows us to leverage our collective expertise to deliver solutions and strategies you can feel confident in.
We believe that financial success is about more than just numbers, which is why we start by getting to know you. With our guidance, you'll have a clear understanding of where you are and the next steps to reach your goals. We provide you with the tools and knowledge you need to make informed decisions and build out a unique financial plan that fits your needs and circumstances.
As your partners, we are here to provide guidance while simplifying the process. We work with you to ensure that you are always making informed decisions about your finances, whether it's sending your kids off to college, booking a dream vacation, handling unexpected curve balls, or retiring to spend time with grandkids and travel.
49 Financial has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts, giving us access to a wide range of products and services to better serve our clients. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC. We do not provide tax or legal advice, and any decisions on implementing ideas should be made in consultation with professional financial, tax, and legal counsel.
Photos
Location & Phone number
1334 Brittmoore Rd Suite 2610, Houston, TX 77043, United States
Hours open
Monday:
08:00 - 17:30
Tuesday:
08:00 - 17:30
Wednesday:
08:00 - 17:30
Thursday:
08:00 - 17:30
Friday:
08:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Very impressed with my experience with 49 Financial Houston. The amount of time Nick Ryan and Josh Henson have taken to not only answer any questions my Husband and I may have but just spent on making sure we reach our financial goals has been outstanding! Nick has been extremely professional and patient through this entire process. Both Nick and Josh are very knowledgeable and I am confident they are doing what is in our best interest. I highly recommend this company!"
"I have been very impressed with the level of professionalism, knowledge and client service that I have received since working with 49 Financial. They go to great length in discovering who their client is and what their client's financial goals are, and then they present a customized financial strategy in a clear, transparent and understandable way. I have received an education in every meeting I have experienced with 49 Financial, and this gives me not only the confidence I need in making my financial decisions, but also peace of mind . I also appreciate the team approach of "two is better than one" that I receive from my financial advisor, every meeting has been with two advisors. My advisor reaches out to me regularly and follows up promptly. Could not be happier with my experience working with my financial advisor Frank Merkle and Josh Henson at 49 Financial."
"I have had nothing but good experiences with 49 Financial. I've been receiving top notch help with retirement and they are always quick to respond and offer assistance in any way they can. They also are very patient and offered immediate assistance when I had questions or concerns about anything. I specifically have been working very closely with Nick Ryan and he has done a top notch job. 15/10 wpuld recommend using this group for any of your financial needs."
"Our experience with 49 Financial was very pleasant. We appreciated the professionalism and efficiency with which our meetings were treated. Frank, who was our primary point of contact did an excellent job of making us feel comfortable and respected in the area of finance, which is an unfamiliar arena for us. The team at 49 Financial set our family up with all we needed for our insurance needs, proving they are worthy to work with in more depth in the future. Highly recommend them for financial management."
"Conner Haney at 49 Financial is amazing! He's very responsive, professional, and has wonderful customer service. I can depend on him to have answers for all of my questions, make sure I'm up to date on my financial goals, and ensure I understand every aspect of the process. I trust that Conner has my best interest at heart and will work 24/7 to make sure the service I'm receiving is excellent."
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