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  • Writer's pictureTroné Fossum

360 Financial News & Updates

Updated: 1 day ago


360 Financial News & Updates


Over 140 Toys for Tots


December 13, 2023


360 Financial delivered Over 140 Toys for Tots 2023! Thank you all for your contributions!




Community Impact


Thank you in advance for helping create a strong impact on our community. It is one of 360 Financial’s core values, and we appreciate your support!


Learn More about Toys For Tots


 

360 Financial and Rapacki + Co


Helping You Keep More Through Better Planning.


April 21, 2023


Two specialist firms. One powerful team.


With 360 Financial and Rapacki + Co. in your financial corner, you get one team of experienced specialists driving your personalized, comprehensive wealth planning and tax strategy to grow your wealth and save on taxes.


Simple, yet comprehensive.


ONE PLACESave time with seamless communication and collaboration between firms. No need to mediate back and forth to get results. We streamline the process to keep you involved and informed.


ONE TEAMJoint experienced teams collaborating, strategizing, and meeting regularly to discover the most optimal wealth planning strategies for a more beneficial tax outcome for you and your family.



360 Financial News & Updates



Today’s Certainty.


Having an experienced CPA on board helps ensure you’re paying the least possible amount in taxes. Our expert team of specialists apply high-level problem-solving to find more opportunities to save.


Tomorrow’s Security.


Our knowledgable wealth management professionals will ensure that you’re saving and investing in the right places. With a focused, collaborative tax planning strategy, we’re dedicated to find more places to diversify, invest and grow your money.




360 Financial News & Updates


Power in Numbers. Better Solutions for You.


We aim help your family get the best outcomes through our comprehensive, personalized plans. We know you worked hard for your wealth. It’s important to have the right team in place that works equally hard to maximize your gains in the most tax-efficient manner possible.


Schedule a free consultation below to learn more or call us at 952.542.8900.


The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

 


360 Financial News & Updates


Great News! We Merged.


September 8, 2022


Fleming Investment Group has merged with 360 Financial! Together, we can all provide a broader range of services than previously managed. We’re excited to announce that as of September 8, 2022, both firms will be operating together.



360 Financial News & Updates


We continue to enrich lives through values-based principles for our clients, employees, and team members. By living and breathing six core values: confidence, going above and beyond, positivity, problem-solving, community impact, and integrity, we hope to achieve your genuine satisfaction as we help you pursue your aspirations.



360 Financial News & Updates


We are very excited to offer expanded services, a wonderful team, and an entire disciplined financial services team to support you and your family’s financial needs.


You can now choose between one of two convenient office locations. The additional team members strengthen our bench as we continue to grow and remain on the 2022 Inc. Magazines Best Workplaces list. 360 financial made the list of 475 companies, is one of 35 companies in the financial industry, and is the only one based in Minnesota.


Warmest welcome to the new 360 team members; Brian, Danielle, Naomi, and Patty!



Read the Press Release


Fleming-merger-press-release-FINAL
.pdf
Download PDF • 143KB

Fleming Investment Group has been compensated in connection with this merger. Clients are under no obligation to remain with Brian Bohnsack in connection with the merger.


 


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Schedule a Call


At 360 Financial, our clients come first. You deserve personalized attention. You’ll be happier and more confident in your financial future when you have an advisor who always puts your needs and best interest first. Schedule a 15-minute introductory call with a 360 financial advisor to see how we can help with your retirement, succession, tax, and estate planning.






This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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