4F
49 Financial - Atlanta Office
Planificación de jubilación confiable con asesoramiento claro y ágil.
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Business
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Planificación de jubilación confiable con asesoramiento claro y ágil.
49 Financial - Atlanta Office ofrece orientación financiera confiable liderada por asesores como Jonathan Rice y Patrick. Los clientes elogian la planificación de jubilación que combina crecimiento con seguridad, un servicio proactivo y accesible, y explicaciones claras de las opciones de inversión. El equipo de Atlanta apoya la consolidación de activos y mantiene una comunicación continua y receptiva desde la oficina en 3101 Cobb Pkwy SE, Suite 124.
No hay fotos disponibles
Estrategias personalizadas para hacer crecer y gestionar los fondos de jubilación, enfocadas en la seguridad y el crecimiento.
Asesoramiento experto sobre carteras de inversión agresivas pero seguras, adaptadas a los objetivos del cliente.
Asistencia para consolidar activos de varias firmas de corretaje para una gestión simplificada.
Orientación financiera integral con revisiones periódicas y explicaciones claras y fáciles de entender.
Soporte receptivo con disponibilidad 24/7 y revisiones proactivas para atender inquietudes.
Calificación general
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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