360 Financial Partners is an independent financial services firm that provides a holistic, "360-degree" approach to financial planning and wealth management. Their team of advisors offers personalized strategies in areas including investment management, retirement planning, estate planning, risk management, and insurance. The firm emphasizes building long-term client relationships to help them pursue their financial goals. It is important to note that their securities and advisory services are offered through LPL Financial, a major registered investment advisor and broker-dealer.

Founded in

United States