At 360 Financial, we believe your wealth strategy should be as unique as your vision and values. Since 1995, we’ve been dedicated to providing holistic financial planning and customized strategies that empower our clients to pursue their individual goals.
Over the years, we’ve grown into a trusted team of experienced advisors and professionals, continually evolving to meet the complex and changing needs of our clients. Through it all, our mission remains the same: simplifying financial planning and guiding clients through life’s most significant financial decisions with clarity and confidence.
𝗢𝘂𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀:
We take a comprehensive, client-focused approach to wealth management through our Four Pillars of Wealth:
•Asset Management: Investments, active portfolio management, and retirement planning.
•Risk Management: Insurance, debt and cash flow management, and employee benefits.
•Tax Strategies: Tax return analysis and small business planning.
•Estate Planning: Legacy planning, wealth transfer, and charitable giving.
With insight, expertise, and a commitment to your success, our team is here to support every step of your financial journey.
For more details or to see the states where we are registered, visit www.360financial.net.
Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CONTACT US: 952.542.8900
Company Details
- Employees
- 45
- Founded
- -
- Address
- 849 Lake St E, Wayzata,minnesota 55391,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- 360financial.net
- Keywords
- Investment Securities and Management, Estate and Financial Planning, Asset Management and Protection, College Education Planning, Retirement Planning, Wealth Management, ERISA Standards, Life and Long Term Care Insurance, 401k Rollovers, IRAs / Roth IRAs.
- HQ
- Wayzata, Minnesota
360 Financial Questions
360 Financial's website is 360financial.net
360 Financial's LinkedIn profile is https://www.linkedin.com/company/360-financial
360 Financial has
45 employees.
View email and phone details for 45
employees at 360 Financial.
360 Financial's industry is
Financial Services
360 Financial's top competitors are
360 Finance (Powered By Modernize),
Sandvold Financial Group,
Mairs & Power, Inc.,
Focus Financial Network, Inc.,
360 Financials,
Modus Advisors,
360 Finance,
360 Finance,
Northrock Partners,
Fiat Wealth Management.
360 Financial's categories are Financial Services
360 Financial's founding year is 1995
