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49 Financial

49 Financial

Updated November 2020.

100%

Employees say this is a great place to work


Company Overview

About The Company

We are a holistic financial planning firm. Our services range from risk management to investments to full financial planning for individuals or businesses. Our model is a team approach with 2-3 advisors and a dedicated investment specialist for each client.

COMPANY SIZE

63 U.S.-based Employees
(Small)

INDUSTRY

Financial Services & Insurance


Employee Demographics

Generation
Tenure

Company Culture at 49 Financial

The employee experience below at 49 Financial, compared to a typical company.

Learn More

100% of employees at 49 Financial say it is a great place to work compared to 59% of employees at a typical U.S.-based company.

  • 49 Financial
  • 100%
  • Typical Company
  • 59%

Source: Great Place to Work® 2019 U.S. National Employee Engagement Study.

100%
Management keeps me informed about important issues and changes.
100%
Management makes its expectations clear.
100%
I can ask management any reasonable question and get a straight answer.
100%
Management is approachable, easy to talk with.
100%
Management is competent at running the business.

Why Work at 49 Financial?

See what employees say about what makes 49 Financial a great workplace. These words are drawn from employee comments on the Trust Index™ survey.


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