369 Financial® is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth.
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What Makes Us Different
After taking an assessment with one of our skilled financial advisors, you will see the path to your goals clearly. With a solid plan in hand you’ll be able to confidently choose from our investment tools and services that best fit your needs.