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49 Financial
Empowering Austin with trusted financial guidance and personalized wealth strategies.
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Business
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Empowering Austin with trusted financial guidance and personalized wealth strategies.
49 Financial is a premier financial consulting firm based in Austin, Texas, dedicated to helping individuals and families achieve their financial goals. Specializing in retirement planning, investment management, and wealth strategies, the firm offers expert advice with a focus on integrity and customer-centric service. Advisors like Benedict Lee provide clear, step-by-step guidance, making complex finances accessible and tailored to each client's unique situation. Known for professionalism and accessibility, 49 Financial builds lasting relationships to support clients through life transitions and long-term financial success.
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Personalized strategies for 401K rollovers, IRAs, and retirement goal setting to secure your financial future.
Expert advice on investment portfolios to grow your wealth and optimize returns based on your risk tolerance.
Comprehensive financial assessments and guidance tailored to your individual or family needs and life changes.
Holistic services for asset management, tax planning, and long-term financial security for all age groups.
Accessible, prompt service with ongoing updates and support to adapt to your evolving financial situation.
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Overall rating
Stan Chang
I've been working with some great people at this Company. Jeremy and Benedict have super helpful and have been there every single step of the way. I can totally trust what they are doing and the advice they give. Love what they stand for and their vision. And of course, they have saved me money while making more from my investments.
Ken Beck
We have had a great experience working with Benedict Lee and the team of advisors at 49Financial. They are very conscious of their corporate values and care about their customers. They are extremely accessible, prompt to return calls, knowledgeable about their industry, and provide excellent customer service. I highly recommend Benedict and 49 Financial!!
Lisa Doan
I am so thankful for 49 Financial and all that they have done to help get my finances in order. When I transitioned out of corporate into the non-profit sector, Benedict Lee helped me roll over my 401K into an IRA and explained every step along the way, giving suggestions and recommendations on what would be best for my financial and retirement goals. Overall, advisors at 49 Financial are professional and incredibly knowledgeable with all things finance. They are full of character and integrity. They offer excellent service and truly stand behind their core values. I always and will continue to always recommend 49 Financial to anyone!
Jen Luong
49 Financial has been so helpful to me. Finances was never a language I was fluently literate in. Benedict Lee has been super patient in teaching, guiding, and helping me in making decisions that will best suit my financial goals and needs. Our meetings have always been professional & informative! He even keeps updated when life changes happen (he walked my husband and I through our finances after we got married!). Can't recommend Ben and his firm enough!
Glenda Watkins
We have been with 49 Financial for awhile now. We cannot say enough good things about Paul and Benedict. They are both very kind, intelligent, and so very fun to talk to. We are of retirement age and greatly benefited from their knowledge and strategy for our age and situation. We are so very thankful for them and know they will take care of everything.
