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About 49 Financial - Houston Office
49 Financial provides comprehensive financial planning services to individuals and businesses to help them achieve their financial goals. We offer a tailored process for business owners, retirees, and high-net-worth individuals, covering all aspects of their financial picture, including risk management, investments, retirement planning, and insurance. We work to know our clients and their unique needs to create a financial plan that provides clarity and simplicity to allow them to do the things they love with the people that matter most.
About 49 Financial - Houston Office
49 Financial provides comprehensive financial planning services to individuals and businesses to help them achieve their financial goals. We offer a tailored process for business owners, retirees, and high-net-worth individuals, covering all aspects of their financial picture, including risk mana...
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(3) Reviews for this company
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5 Stars
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Lillian Hermes
Conner Haney at 49 Financial is amazing! He's very responsive, professional, and has wonderful customer service. I can depend on him to have answers for all of my questions, make sure I'm up to date on my financial goals, and ensure I understand every aspect of the process. I trust that Conner has my best interest at heart and will work 24/7 to make sure the service I'm receiving is excellent.
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Rylee Parker
49 Financial was incredibly helpful in guiding my parents through the estate planning process. They were professional, patient, and made everything easy to understand. We feel much more confident about the future thanks to their support.
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Tonette Stem
49 Financial made planning for retirement a smooth and stress-free experience. Their team took the time to understand my goals and offered clear, thoughtful guidance tailored to my needs. I felt supported every step of the way. I highly recommend their expertise and personalized approach!
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
T
Tonette Stem
49 Financial made planning for retirement a smooth and stress-free experience. Their team took the time to understand my goals and offered clear, thoughtful guidance tailored to my needs. I felt supported every step of the way. I highly recommend their expertise and personalized approach!
R
Rylee Parker
49 Financial was incredibly helpful in guiding my parents through the estate planning process. They were professional, patient, and made everything easy to understand. We feel much more confident about the future thanks to their support.
L
Lillian Hermes
Conner Haney at 49 Financial is amazing! He's very responsive, professional, and has wonderful customer service. I can depend on him to have answers for all of my questions, make sure I'm up to date on my financial goals, and ensure I understand every aspect of the process. I trust that Conner has my best interest at heart and will work 24/7 to make sure the service I'm receiving is excellent.
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