360's Client Testimonials
Met with Michael Urch, with customer experience overseen by Libby Kaplan; they are an excellent team, very personable, and professional with pro level grasps of fiduciary software and responsibilities. If you can do better, I'd like to hear where?!!
Harold M.
Always available to answer questions. They remember who you are, they follow up to make sure you have regular visits so everything is always clear and easy to understand. I've never had anything to be disappointed about. I highly recommend them!
Shaun K.
The folks at 360 do not take the easy way out. Many financial planners simply take your money and invest it. 360 digs into every important aspect of your life so they can ensure you are covered for every contingency.
Stephen R.
Personal, professional and trusted guidance from a team that puts you and your family's financial security first. I highly recommend!
Brenda S.
Our financial advisor at 360 Financial is terrific. He is prepared, encouraging, professional, and has crafted a a strategy for preserving our wealth as we ease into retirement. I almost hate to give away this secret, but don’t be afraid to ask for a meeting to see what these people can do for you.
Jane V.
I have nothing but excellent things to say about 360 Financial. My advisor, Mitch Zweber, is caring, patient, informative and always answers my many questions. The Administrative staff, Theresa Goff and Libby Kaplan, are extremely helpful and supportive and always professional. I have confidence regarding my finances with 360 Financial.
Joan S.
Michael Urch, CFP Senior Wealth Manager is my financial adviser. He is an excellent listener and very dedicated in my investment planning. He is very prompt to answer emails and phone calls when I have a question. I am thankful for him and his entire team at 360 Financial.
Julann V.
This statement is a testimonial by a client of the financial professional as of 02/24/2026, 02/25/2026, 03/17/2026, and 03/23/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.