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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.

“Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.”

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