360 Financial
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Business description
As an independent financial advisory firm, we are adamant in our goal to provide unbiased solutions that address your specific situation. =
Mission Statement Our mission is to help our clients meet life's complex financial challenges. We resolve issues relating to: * Accumulating wealth through asset allocation * Business succession strategies * College planning * Distributing income in retirement-after the last paycheck * Life, LTC, disability, and other insurance gaps * Setting up trusts, wills, charitable gifts, private foundations, and other areas related to estate planning * Taxation reduction * Pension and 401K plan consulting
General information
- Business Services Financial Investment Advice Financial Planning Consultants
Estimated number of employees: | 2 to 4 | |
Annual sales estimate: | 0 | |
City / suburb: | Minnetonka, MN | |
County: | Hennepin |
financial planner, personal finance services, investment services, financial services
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