4F
49 Financial - Atlanta Office
Planification de retraite fiable avec des conseils clairs et réactifs.
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Business
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Planification de retraite fiable avec des conseils clairs et réactifs.
49 Financial - Atlanta Office offre des conseils financiers fiables, dirigés par des conseillers tels que Jonathan Rice et Patrick. Les clients louent une planification de la retraite qui allie croissance et sécurité, un service proactif et accessible, et des explications claires des options d'investissement. L'équipe d'Atlanta soutient la consolidation des actifs et assure une communication continue et réactive depuis le bureau situé au 3101 Cobb Pkwy SE, Suite 124.
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Stratégies personnalisées pour faire croître et gérer les fonds de retraite, en mettant l'accent sur la sécurité et la croissance.
Conseils d'experts sur des portefeuilles d'investissement agressifs mais sécurisés, adaptés aux objectifs du client.
Aide à la consolidation des actifs issus de plusieurs sociétés de courtage pour une gestion simplifiée.
Conseil financier complet, avec des revues régulières et des explications claires et faciles à comprendre.
Support réactif avec une disponibilité 24h/24 et 7j/7 et des suivis proactifs pour répondre aux préoccupations.
Note globale
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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