Services Offered
Personalized Financial Planning
Customized strategies for budgeting, debt management, and long-term goals based on your unique financial situation.
Investment Management
Expert portfolio balancing and diversification to optimize growth while managing risk in changing markets.
Retirement Planning
Comprehensive tools and guidance for retirement savings, income planning, and future security.
Debt Management Solutions
Structured approaches to reduce and manage debt effectively, improving financial health.
Financial Education and Consulting
Clear explanations and resources to help clients understand financial trends and make informed decisions.
Reviews
5(5 reviews)
Rating Distribution
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Jessica Bozeman
via Google
7 months ago
I can't recommend Josh enough! From the very beginning, he took the time to truly understand my financial goals and crafted a clear, personalized plan that made me feel confident about my future. He’s incredibly knowledgeable, patient, and always willing to explain things in a way that's easy to understand. Whether it's budgeting, investing, or long-term planning, I feel so much more secure with the guidance given. If you're looking for someone trustworthy, professional, and genuinely invested in your success, this is the person to call!
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Vicki Barfootvia Google
over 1 year ago
We have been with Josh since the beginning. He does a great job keeping us informed and is readily available to answer any questions. We have seen steady growth and been extremely happy with Josh guiding our investments.
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Bertrand Prenatvia Google
over 1 year ago
I have been working with Joshua over the past few months and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!
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Arjun Sodhanivia Google
almost 3 years ago
Josh and his team do a great job. As a former FIRE person, I was very meticulous about my finances. After retirement, I realized that I was not really into doing all the things that came with managing my portfolio, and would end up just not doing it. So it was a natural next step to partner with 369. I chose 369 over another large financial services company because they are more human. Very happy with that choice, even with recent market craziness. Recommended giving 369 consideration if you're looking for greater ability to pursue happiness. Thank you.
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Daniel O'Learyvia Google
over 4 years ago
Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!
