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About 49 Financial
49 Financial is your dedicated partner on the journey to financial success. They take the time to understand your goals and circumstances, crafting a personalized financial plan that suits your needs. Beyond just creating a plan, they walk you through it, ensuring that whether it's funding your children's education, embarking on a dream vacation, handling unexpected expenses, or retiring in comfort, you're always making informed financial decisions.
What sets 49 Financial apart is their unwavering commitment to being with you every step of the way. They've selected Charles Schwab & Co. as their primary custodian, providing access to a wide range of investment products and services. From stocks and bonds to retirement accounts and charitable giving, they offer comprehensive options to meet your financial needs.
With a focus on building lasting relationships, 49 Financial prioritizes open communication, transparency, and a profound understanding of your unique financial situation. Their guidance empowers you to spend your time on what truly matters, knowing your financial future is in capable hands.
Pricing options
Regulatory filings
Areas of specialty
- Distribution Planning
- Estate Planning
- Business Planning
- Retirement Accounts
- Tax Mitigation Strategies
More about 49 Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 319484 | 54 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than 49 Financial.