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49 Financial,

9606 N Mopac Expy, Austin, TX 78759View on Map

Description

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's status for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients. At 49 Financial, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan - one that fits your distinctive circumstances and grows with you. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. To help our valued clients work toward their financial independence and achieve their goals, we provide programs designed for a wide range of needs and circumstances, as well as a variety of product choices to help implement these strategies. Through our business affiliations, we have access to the products and services from an impressive group of leading companies, which allows us to develop highly specialized strategies that are needs-based rather than product-driven. AXA Advisors is the network of financial professionals representing AXA Financial in communities around the U.S. These are the people who meet with clients every day to help them develop customized investment, risk management and financial strategies. Jeff Davidson is a Senior Partner and Co-Founder of 49 Financial, and has been in the wealth management business since 2002. Jeff is originally from Irving, Texas, and graduated with Honors from The University of Texas ERB program.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Estate Planning
    Retirement Planning, Financial Planning, Estate Planning, Banking Services, Business Succession Planning
    ... Read MoreRead Less
  • 10 - 15 Years
  • 9606 N Mopac Expy
  • By Appointment

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