360 Financial - History

As trusted problem solvers at 360 Financial, we recognize the need to take time upfront to listen to your concerns, issues, dreams, and goals. We believe that a proper strategy is built on a mutually respectful relationship. Through this process we will be recognized as one of your most trusted advisors—a recognition that we will deserve based on our commitment to provide the best possible service and solutions for each client.

Of course, we are not a good fit for every person or every organization. Sometimes it is easier to describe who we are not to clearly illustrate this point. We are not a get rich quick stock trading firm. We are not trying to make our clients rich through heavy trading activity, nor are we a product-pushing factory. We are not a huge investment firm with inherent conflicts of interest.

Instead, we are an independent firm that believes in establishing written strategies to target your goals. Instead of trying to make clients rich, we strive to build well-balanced portfolios that keep them from becoming poor. We believe that an individual needs to address his or her basic tolerance for risk and establish a strategy to accommodate that tolerance. Overall, we are a firm that helps people pursue and define their unique financial success.