wiseradvisor


360 Financial

Tel: 952-542-8900
11100 Wayzata Boulevard
Suite 360
Minnetonka, Minnesota  55305
360 Financial | Financial Advisor in Minnetonka,Minnesota

About 360 Financial

Advising wealth is serious business, and no one at 360 Financial takes it lightly. Our financial advisors have a minimum 25 years of experience, and are deeply focused on you and your financial goals. As a boutique wealth management firm, we work hard to get to know you and your family so we can better understand what you need now, and in the future. The more we know about what is important to you, the better we are able to tailor a plan that is personalized with your goals in mind. The first step in the financial advising and wealth planning process is to come in and talk with us. We will listen closely to come up with the plan that pursues your goals. The sooner you meet with us the sooner we can get started. Financial advisors from our firm will be knowledgeable and upfront with you about your current finances, where you want to go, and how best to pursue those goals.


General Information

Services:   Investment Management, Financial Planning, Asset Protection, IRA Accounts, 401(k) Accounts, 401(k) Rollovers, Estate Tax Planning, Retirement Planning, Business Retirement Plan Consulting Services, Business 401(k), Business Retirement Plan Consulting

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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