49 financial Reviews

We haven't had a financial planning advisor before, but we should've teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

49 Financial has provided young entrepreneurs with the platform to make a significant impact in the lives of those around them. I am so grateful to be part of a company that strives to revolutionize our industry by focusing on values and relentless accountability.

Have had a very positive experience working with Nick and Stephen over the last several months!

I love 49! I have a ROTH IRA and a managed brokerage through them. It s really awesome watching my money grow with an amazing team making it happen. Definitely check these guys out!

I work at 49 Financial and only have great things to say! The company culture is incredibly positive and makes me want to be the best version of myself every day. I am mentored by people who genuinely want to see me succeed not only in the business but also in my personal life. The company has a healthy awareness of areas of improvement but also celebrates the strengths of the whole and strengths of the individual. We keep people first and care about the whole person aspect of our teammates and clients. The explosive growth we have experienced is telling of this humility and excellence that propels us!

Bethany and Boston have been so amazing with my husband and my self. Such a caring knowledgeable organization. Would recommend to any one looking to improve and invest in their futures.

Amazing financial services with excellent customer service. All around great experience and I would definitely reccomend 49 Financial to anyone looking for wealth management advice.

I had the best experience with this team of strong willed people! Definitely recommend Wyatt Broome, he s a Huss huge help!

What a refreshing and caring group financial planners. Jonathan and Patrick laid out a plan that consolidated all my investments and provided a strategy that balanced risk and protection to meet my comfort level. The strategy was easy to understand, and they took the time to walk me through why it was right for me. I'm 7.5 years from retirement and feel more confident in my ability to retire on time and live comfortably. There was no pressure to buy additionally life insurance or any other products or services. They respond immediately to calls, texts, and emails to address any concern I might have. Great service and I never feel rushed when speaking with them.

I echo what many others have said regarding their experiences with 49 Financial, and will just summarize with this: my advisors (Dean and Connor) actually listened, (which is more rare than you might think), and then presented potential investment ideas that applied to MY specific situation.

Their meeting prep is off-the-charts excellent; they are always very well-prepared, which obviously creates a very efficient meeting and effective use of my/our time.

And lastly, I appreciate that they took their time building the relationship. I started off telling Dean and Connor that I'm a simple "D-I-Y" mutual fund investor, so I'm probably not a target customer for 49 Financial. However, they listened to my story, they have not tried to change what I am doing already, but instead, they have built a portfolio of complementary products around my existing investments to improve my overall portfolio for tax-efficiency, retirement planning, etc.

In summary, it's obvious that I am a very satisfied customer, and I have already recommended 49 Financial to my friends without hesitation.