Save Time and Get Better Support for Your Firm

Never Waste Your Time on Hold Again

Tired of calling an 800 number only to sit on hold, waiting for assistance? Welcome to a better way. A specialized LPL team with direct dials and emails with names, to help solve issues fast.

Through LPL, Mike Rogers* is ranked at the 0.7% Chairman’s Council Club level. This grants us access to our own service Team with a customer experience manager to help us get to solutions faster.

ELITE SUPPORT PARTNERS: PREMIUM SUPPORT SERVICE

The dedicated Service Team consists of leadership members ranging from business consulting to service, compliance, advertising and even case management. Layer that leadership team with more dedicated customer service associates, and there is no shortage of support people to quickly solve any issue that may arise.

360 Financial by the numbers:

Assets under management
Employees
Locations
Asset management financial planning risk management CPA
Client retention rate
Client referral rate

Find out more about succession planning with 360:

The Client-Focused Succession Experience

$100M Case Study with 85% of All Accounts Complete in 30 Days

How 360’s Team Supports Your Retirement and Succession

The 10% Growth Formula and How We Help You Leverage Your Assets

$1 Billion in Technology to Save You Time and Prevent Succession Headaches

Protect Your Clients, Team and Family while Making Time for Your Retirement

IT'S YOU AND YOUR LIFE. ARE YOU READY FOR HELP?

It’s your life’s work. Let us help you make a customized plan to protect and transition it. Contact us today for a no-obligation consultation.

Schedule a 15-minute call