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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
11100 Wayzata Blvd #360, Suite 360, Minnetonka, MN, 55305, United States
Get directionsWeekday | 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 |
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.
Michael Urch, CFP Senior Wealth Manager is my financial adviser. He is an excellent listener and very dedicated in my investment planning. He is very prompt to answer emails and phone calls when I have a question. I am thankful for him and his entire team at 360 Financial. Julann V
360 Financial has a 5 star rating with 27 reviews.
360 Financial is closed now. It will open tomorrow at 8:00 a.m.
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