369 Financial - Scottsdale, Arizona

369 Financial: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, 369 Financial presents a compelling option. Located in Scottsdale, Arizona, at 20715 N Pima Rd #108, this firm has garnered a strong reputation for its personalized approach and commitment to client success. They operate with a dedication to fostering long-term relationships built on trust and transparency. The firm’s phone number is 6027803291, and their website is 369financial.com. It’s highly recommended to schedule an appointment in advance to ensure availability and dedicated attention.

What Does 369 Financial Offer

369 Financial specializes in providing comprehensive financial planning services tailored to meet the unique needs of each client. Their services extend beyond simple investment management; they encompass a holistic view of a client’s financial life. Here’s a breakdown of their key offerings:

• Retirement Planning: They assist clients in developing strategies to achieve their retirement goals, considering factors such as income, expenses, and desired lifestyle.
• Investment Management: 369 Financial helps clients build and manage diversified investment portfolios aligned with their risk tolerance and financial objectives.
• Estate Planning: Recognizing the importance of safeguarding assets and ensuring a smooth transfer of wealth, they offer guidance on estate planning strategies.
• Tax Planning: They work collaboratively with clients to minimize their tax liabilities through strategic planning and tax-efficient investment choices.
• Education Planning: For families with children, 369 Financial provides assistance in planning for educational expenses.
• Cash Flow Management: They help clients gain control of their finances by creating and maintaining budgets and tracking expenses.

Location and Accessibility

The firm’s physical location at 20715 N Pima Rd #108, Scottsdale, AZ 85255, is easily accessible. They prioritize client comfort and convenience, offering several amenities including a wheelchair-accessible car park and a wheelchair-accessible entrance. Restrooms are also available on-site. Appointments are strongly recommended to ensure a focused and productive consultation. Furthermore, they understand the importance of a comfortable environment and provide toilet facilities.

Client Feedback and Reputation

369 Financial has received overwhelmingly positive feedback from its clients, as evidenced by its impressive 5/5 rating on Google My Business. As of today, the company has 1 review on Google My Business, highlighting the exceptional service and expertise they provide. This positive feedback underscores their dedication to client satisfaction and their commitment to delivering results. The consistent high ratings speak volumes about the quality of their advice and the professionalism of their team. They consistently strive to exceed client expectations, fostering a strong sense of trust and confidence.

Key Features and Benefits

Several factors contribute to 369 Financial’s success and distinguish it from other financial planners:

• Personalized Approach: Each client receives individualized attention and a customized financial plan designed to meet their specific goals and circumstances.
• Experienced Professionals: The team comprises highly qualified and experienced financial planners with a deep understanding of the financial markets and regulatory landscape.
• Holistic Planning: They take a comprehensive approach to financial planning, considering all aspects of a client’s financial life – from retirement savings to estate planning.
• Ongoing Support: Clients benefit from ongoing support and regular reviews to ensure their financial plan remains aligned with their evolving needs.
• Transparent Fees: 369 Financial operates with complete transparency regarding its fees, providing clients with a clear understanding of their costs.

Contact Information and Scheduling

To schedule an appointment or to learn more about 369 Financial’s services, please contact them at 6027803291 or visit their website at 369financial.com. We recommend booking your appointment in advance to ensure availability and dedicated service. Their address is 20715 N Pima Rd #108, Scottsdale, AZ 85255. Clients appreciate their commitment to accessibility and client comfort, making 369 Financial an excellent choice for those seeking financial planning assistance.

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"summary": "369 Financial is a Scottsdale-based financial planning firm offering personalized services including retirement, investment, and estate planning, consistently receiving 5/5 ratings for its client satisfaction.",
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