49 Financial – Atlanta Office
BizScore
Contact Information
-
Address
Financial planner · · 3101 Cobb Pkwy SE Suite 124, Atlanta, GA -
Phone
(512) 241-7341 -
Website
49financial.com
Location
About 49 Financial – Atlanta Office
49 Financial - Atlanta Office is a financial planner in Atlanta, GA. The firm provides comprehensive financial planning services to individuals, families, business owners, and executives. Their specialized offerings include retirement projections, tax mitigation strategies, distribution planning, insurance, estate planning, and investment management. The firm serves a diverse clientele, including pre-retirees looking to protect wealth and retirees focused on preserving legacies.
The firm operates as a values-based practice built on the principle that "two are better than one," utilizing a team-based model to provide client-centric advice. Their approach focuses on creating clarity and simplicity through a structured process of discovery, diagnosis, and recommendations. To support their clients, 49 Financial utilizes Charles Schwab & Co., Inc. as their primary custodian, providing access to a wide range of investment products including stocks, mutual funds, bonds, and exchange-traded funds. The firm's philosophy, known as "Make It Count," emphasizes the importance of using financial resources to support a meaningful life.
The office is located on Cobb Parkway SE in Atlanta, situated near the Akers Mill Post Office and a short drive from the Cobb Energy Performing Arts Center. The location is also near the intersection of Cumberland Boulevard Southeast and the Larry McDonald Memorial Highway.
49 Financial is recognized for its commitment to excellence and its team-oriented approach to financial guidance. The firm is known for its dedication to helping clients navigate complex financial decisions with confidence and clarity.
Through personalized planning and professional expertise, 49 Financial - Atlanta Office helps clients in Atlanta achieve their long-term financial goals.
Services:
- Comprehensive Financial Planning
- Comprehensive financial planning
- Estate Planning
- Estate planning
- Investment Management
- Investment management
- Private Wealth Management
- Private wealth management