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49 Financial

49 Financial

Updated February 2023.

96%

Employees say this is a great place to work


Company Overview

About The Company

We are a values–based financial planning firm built on the core belief that “Two are Better than One.” Our team-oriented approach allows us to leverage our collective expertise, so we can deliver solutions and strategies clients can feel confident in. We believe that financial success is about more than just numbers – that’s why we start by getting to know our clients. We simplify the financial planning process by providing them with the tools and knowledge needed to make informed decisions.

COMPANY SIZE

176 U.S.-based Employees
(Medium)

INDUSTRY

Financial Services & Insurance


Employee Demographics

Tenure

Company Culture at 49 Financial

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

Learn More

96% of employees at 49 Financial say it is a great place to work compared to 57% of employees at a typical U.S.-based company.

  • 49 Financial
  • 96%
  • Typical Company
  • 57%
100%
Management is honest and ethical in its business practices.
100%
Our executives fully embody the best characteristics of our company.
100%
People avoid politicking and backstabbing as ways to get things done.
100%
People here are willing to give extra to get the job done.
100%
People care about each other here.

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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