3F
369 Financial
Des conseils financiers personnalisés pour un avenir sûr et prospère.
5
Business
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Fondée en 2020
Des conseils financiers personnalisés pour un avenir sûr et prospère.
369 Financial est une société de conseil financier de confiance basée à Jacksonville, en Floride, qui aide ses clients à atteindre leurs objectifs financiers grâce à une planification personnalisée et à des conseils d’experts. L’équipe, dirigée par Josh, propose des services complets tels que la budgétisation, la gestion de la dette, l’investissement et la planification de la retraite, en mettant l’accent sur la transparence et l’éducation des clients. Elle est reconnue pour son approche réactive et centrée sur l’humain, et 369 Financial noue des relations à long terme afin de favoriser la confiance et une croissance stable quelles que soient les conditions du marché.
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Des stratégies personnalisées pour la budgétisation, la gestion de la dette et des objectifs à long terme, adaptées à votre situation financière unique.
Équilibrage et diversification de portefeuille pour optimiser la croissance tout en maîtrisant le risque dans des marchés en évolution.
Des outils et des conseils complets pour l'épargne-retraite, la planification des revenus et la sécurité financière à long terme.
Des approches structurées pour réduire et gérer efficacement la dette, améliorant la santé financière.
Des explications claires et des ressources pour aider les clients à comprendre les tendances financières et à prendre des décisions éclairées.
Note globale
Jessica Bozeman
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!
Vicki Barfoot
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.
Bertrand Prenat
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!
Arjun Sodhani
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.
Daniel O'Leary
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!
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