This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
360 Financial
- Financial Services
- Minnetonka, MN
About this business
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 a... read more
Location details
11100 Wayzata Blvd #360, Suite 360, Minnetonka, MN, 55305, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Tom is always congenial, upfront. & honest with Tony & I. He always explains the market & our particular portfolio. We are very pleased & satisfied with his services on our account & keeping us in the loop.
Good meeting with Will
Our advisor, Will Grant, and the whole team at 360 Financial have been amazing. We got connected with the team after changing our accountant to Joe Rapacki who partners with 360 Financial for a great 1-2 combination (our previous accountant was very inattentive and even forgot to submit our TY2024 return due to a simple "clerical error"). It has been a great experience, and we feel much more confident that our financial future and that of our child is taken care of and has excellent planning for a number of different situati... read more
We moved over from Edward Jones and we feel much more taken care of. We really see where we are financially and in-office meetings contain a wealth of data to really show how we stand.
Frequently asked questions about 360 Financial
How is 360 Financial rated?
360 Financial has a 5 star rating with 28 reviews.
When is 360 Financial open?
360 Financial is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com