Experts Reviews · Company report
49 Financial logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 64%96+61Reliability 28%95+26.8Replies to reviews 8%30+2.5Experts Score= 90Not enough data for value; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.90SCORE

49 Financial

Austin, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #50Position by Experts Score among all companies we track in this category. of 66 retirement planning · 5.0★ from 268 Google reviews

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Percentile vs other retirement planning (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: replies to reviews.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.49 Financial is better than 96% of retirement planning.A
96
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.49 Financial is better than 95% of retirement planning.A
95
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.49 Financial is better than —% of retirement planning.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.49 Financial is better than —% of retirement planning.–
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MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.49 Financial is better than 100% of retirement planning.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.49 Financial is better than 30% of retirement planning.D
30

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49 Financial for estate planning

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Jobs reviewedHow many Google reviews are tagged with this job.1
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—

All 1 Google reviews tagged “Estate planning”

RandyLocal Guide · 8 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

I wanted to share my gratitude to 49 Financial's team for explaining the complicated and confusing Medicare options. Now, I feel that I have a better understanding of how the process works, the various options available, and most importantly, when it’s best to sign up when you’re still working full time with…

Reasonable priceFinancial planEstate planningRetirement savings consulting

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Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

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