4F
49 Financial - Atlanta Office
Trusted retirement planning with clear, responsive guidance.
5
Business
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Trusted retirement planning with clear, responsive guidance.
49 Financial - Atlanta Office provides trusted financial guidance led by advisors like Jonathan Rice and Patrick. Clients praise retirement planning that blends growth with safety, proactive and accessible service, and clear explanations of investment options. The Atlanta team supports asset consolidation and ongoing, responsive communication from the office at 3101 Cobb Pkwy SE, Suite 124.
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Personalized strategies to grow and manage retirement funds with a focus on safety and growth.
Expert advice on aggressive yet secure investment portfolios tailored to client goals.
Assistance in consolidating assets from multiple brokerage firms for streamlined management.
Comprehensive financial guidance with regular reviews and clear, understandable explanations.
Responsive support with 24/7 availability and proactive check-ins to address concerns.
Overall rating
David Hahnemann
I've been with 49 Financial now for approximately a year and I truly am very pleased with my advisor (Jonathon Rice), the performance on my retirement monies I have entrusted him with, and the trust and ease of mind I have with him managing these monies. I have and can call on Jonathan at any time of day or night and he either answers immediately or returns my call in a very short time. If he doesn't hear from me in a few weeks he often calls me just to tag up and see how I'm doing and ask if I have any concerns or questions.
mikester7797
Jonathan Rice has been more than helpfully with his advisory skills ensuring our retirement portfolio has been invested in the most aggressive and yet safe funds. He is an asset to your firm and to its customers.
J R
Very impressed with the knowledge and professionalism of the advisors from the Atlanta office. We moved our assets to them from three other brokerage firms and are glad we consolidated. The periodic reviews they provide are reassuring and the investment advice is always described in terms we can understand. Highly recommend these folks!
Don Monk
Jonathan truly has his clients best interest when he offers financial guidance for their retirement plans. Highly recommend Jonathan and his team
Luke Clark
My wife and I started using the financial services offered by 49 Financial and couldn't be happier. We've worked with Patrick directly, and he's always provided exceptional service and speedy communication!
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