49 Financial - Houston Office

"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."