49 Financial is a values-based financial planning firm in Austin, TX. Their dedicated team of advisors strives to simplify the complex so people can focus on what matters most to them. 49 Financial seeks to serve people by taking a holistic approach to their financial situation. Their team-oriented approach allows them to leverage their collective expertise so they can deliver solutions and strategies you can feel confident in. Travis Penfield is the Founder & CEO and Luke Winskowski is the President of 49 Financial. Their trusted process is designed to bring clarity to individuals and families, specifically tailored to professionals, pre-retirees, and retirees. 49 Solutions Team can help with investment management, estate planning, and life insurance needs.
3 Best Financial Services in Austin, TX
Expert recommended Top 3 Financial Services in Austin, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
49 FINANCIAL REVIEWS
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.
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.
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.
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REAP Financial is a registered investment advisory firm. Their team is made up of qualified financial professionals in Austin who are passionate about helping families and individuals achieve their ideal retirements. At REAP Financial, they consider their client's family, so they take wealth management personally. The firm provides IRA legacy planning, long-term care strategies, and investments. Sandra Newman is the Founder & Special Adviser, and Chris Heerlein is the Chief Executive Officer of REAP Financial. Their financial experts help their clients address their five key financial concerns. They work with a network of retirement planning professionals to help clients maximize the probability of delivering everything most important to them. They collaborate to develop powerful ideas to help their families make intelligent decisions about their money.
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REAP FINANCIAL REVIEWS
We highly recommend REAP Financial. They are proactive and responsive - we have never had a financial advisor reach out to us with updates, advice, strategy and market info like they do. All of the staff at REAP are great but I'll mention Stacy Cooley specifically for her prompt attention to our inquires and requests. Cannot say enough good stuff about REAP.
I have been a client of REAP Financial for more than 2 years. Leah Newman is the adviser that I have been working with to get my retirement years off to a get start. I feel very confident in the financial plan she has put together will deliver a very secure financial future. I have had the pleasure of working with Rachel Steward, Stacy Cooley and many others of the REAP Financial team.
One again REAP is the best in the business. Huge thanks to Amy Munley for working out of the details in transferring some assets over and so that REAP could manage these new assets and continue to take care of the the rest of our portfolio. Amy is great to work with. Highly recommend her and the rest of the REAP Team.
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Strategic Capital is a Wealth Management and Financial Advisory firm in Austin, Texas. They are Financial Advisors who take a holistic approach to your complete financial picture. They offer their clientele traditional Market offerings (stocks, bonds, mutual funds, and ETFs), including other, more sophisticated offerings in the public markets. They are facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines. They are wealth management specialists; proven Fiduciaries, and experienced at navigating all aspects of asset management. Strategic Capital and Waterloo’s platform gives you insights, options, and impeccable customer service from Registered Investment Advisors in Austin, Texas.
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STRATEGIC CAPITAL REVIEWS
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Strategic Capital has been an absolute joy to work with. My husband and I prefer to be more hands off in the day to day, and Chris, Bobby, and team have gained our full confidence in managing our investments. They are a no pressure group that are always available to help with anything regard finances. It has given me such peace of mind to know that someone is keeping an eye on everything and making the moves that we don't have the knowledge base, time, or energy to make. They have also set us up with great resources like a CPA, mortgage broker, and even a law group that got a shady credit score issue resolved.
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