3F
360 Financial - Wayzata
Planification réfléchie de la retraite et de la richesse, digne de confiance à Wayzata.
5(5 avis)
Business
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Planification réfléchie de la retraite et de la richesse, digne de confiance à Wayzata.
360 Financial - Wayzata est un conseiller financier de confiance à Wayzata, Minnesota, offrant des conseils personnalisés en matière de retraite, d’investissements, de fiscalité, d’options de soins de santé et de planification successorale. Les clients louent une équipe réactive et attentionnée composée de Will Grant, Mitch Zweber et Michele, dont les conseils réfléchis et professionnels aident les familles à atteindre leurs objectifs et à trouver la tranquillité d’esprit.
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Des stratégies personnalisées pour sécuriser votre avenir financier et faciliter une transition en douceur vers la retraite.
Gestion de portefeuille professionnelle et solutions de croissance du patrimoine adaptées à votre tolérance au risque et à vos objectifs.
Conseils d'experts pour une planification fiscale efficiente afin de maximiser les économies et de minimiser les charges fiscales.
Services complets de planification successorale, testaments et fiducies pour protéger vos actifs.
Consultations personnalisées en tête-à-tête pour répondre à vos besoins et objectifs financiers uniques.
360 has consistently provided the best planning and performance of any firm with which I have worked. Our advisor, Will Grant, is always available. He listens and really cares about understanding our wants and needs. The entire team is responsive and helpful. As a bonus, the leadership team (Mike, John and others) serve their community with many charitable efforts. I have highly recommended the firm to friends and family.
Our financial advisor at 360 Financial is terrific. He is prepared, encouraging, professional, and has crafted a successful strategy for improving 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.
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. My portfolio has done very well with this financial group. The Administrative staff, Theresa Goff and Libby Kaplan, are extremely helpful and supportive and always professional. I have peace of mind regarding my finances with 360 Financial.
I had a wonderful experience meeting my financial team at 360 Financial, from receiving a warm welcome from Tucker as I entered the building to sitting down with Mitch and Michele as we discussed my financial future. Mitch was extremely helpful walking me through my various investments and future financial plan. I appreciate his personable and wise guidance. Michele, who I've known for years, has consistently been a pleasure to work with. Overall, I would highly recommend 360 Financial to anyone wanting an experienced, trustworthy, knowledgable and friendly financial team.
My husband and I have been lucky to work with our Advisory team at 360 Financial, for over a decade now. We knew it was time to seriously plan for our future and retirement, but we also knew we did not have the knowledge to do it by ourselves. We were so glad to work with Mike Rogers, and later, Michael U, and the team at 360. We have seen the results of their expertise, and we couldn’t be more satisfied. Their thoughtful approach helped us create goals and strategies to make us successful. We particularly appreciate that we have trusted advice for our investment portfolios, tax strategies, long-term health care options, and estate planning. Their caring team is always friendly and able to answer any questions I have. Happily retired now, we sleep well at night, (even in turbulent times), knowing that Michael and the team at 360 are managing our funds well. We highly recommend 360 Financial to all family and friends.
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