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In order to develop a financial strategy that is right for you, your financial professional should take a full 360° view of your financial profile. It's important to a take a good look at insurance needs, investment goals, time horizon, desired rate of return, taxes, and risk tolerance. Hence, the name THREESIXTY. We provide a wide array of financial and investment planning services to help you make the best decisions for your financial future.
Jon at ThreeSixty WFM is extremely knowledgeable, honest, and provides superior customer service. He always puts his clients needs first, is proactive in communicating any volatility in the market, and has educated me so I am better equipped to make decisions regarding my investments. He has helped me design a long term retirement plan that fits my needs. I highly recommend Jon!
Jon at 360 has been successfully managing my investments for over 15 years. He is knowledgeable, trustworthy, and has delivered strong returns year after year. After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service. I highly recommend Jon and ThreeSixty WFM.
My husband and I are extremely happy how Jon has advised us on our retirement investments and now distributions. He is very knowledgeable in helping with all our questions including income tax questions. Jon also gets back to your inquiries right away.
Great financial advisors! Jon is direct, honest, knowledgeable and always gives clear and concise direction.
THREESIXTY WFM has a 5 star rating with 5 reviews.
THREESIXTY WFM might be open. It requires an appointment.