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: We use a combination of software and Life Cycle Investing, developed by Yale Professors, in order to create a customized investment strategy for you.
Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you're able to live stress free in retirement and beyond.
Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you're able to live stress free in retirement and beyond.
Services
Making decisions about your finances can feel overwhelming and stressful. We've got great news, choosing the right financial services and products to meet your needs doesn't have to be complicated! After taking an assessment with one of our skilled financial advisors, you will see the path to your goals clearly.
Investing wisely plays a key role In any plan for financial security. There are many elements that would call for beneficial investment practice. A mix of registered and non-registered savings can help achieve short and long-term goals. Income and pension plans are also definitive solutions to long-term financial stability.
Planning can make the difference between your financial security or bankruptcy. We offer protection for your finance through goal setting provided by investment choices and a selection of money management strategies. These measures will help you manage your savings on a daily basis. Whether you're newly graduated, a young couple, or a retiree, saving is a great way to financially prepare for your future.
Planning for retirement these days has become a different process compared to what it used to be, only a decade or two ago. The average lifespan is now in the mid-eighties, so a person that retires at 65 could be expected to live another 20 years. In the 1950's a person was only expected to live 15 years after retirement.
Wealth management and all investments involve an element of risk. Risk comes in many varieties, market risk, interest risk, inflation risk, liquidity and tax risk. Asset allocation spreads risk throughout a mix of asset classes, easing some risk associated with each class. Which classes are selected varies, based on the investors' financial profile, investment preferences, and tolerance for risk.
Reviews (10)
Muhammad Mehrose
Jan 30, 2022
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Ryan Caspoli
Nov 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Josh and the team are amazing. Whether it’s one on one with Josh discussing ways about increasing my portfolio, or simply planning for the future. His work truly does not go unnoticed. Looking forward to what the future holds and this time with the 369 Financial crew. Keep up the good work guys!
Josh and the team are amazing. Whether it’s one on one with Josh discussing ways about increasing my portfolio, or simply planning for the future. His work truly does not go unnoticed. Looking forward to what the future holds and this time with the 369 Financial crew. Keep up the good work guys!
E. Kiadii
Nov 28, 2021
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Positive: Professionalism
I truly learned a lot of practical things I could do in my everyday life to save more money. Josh was very patient and attentive to my concerns. He made sure I had a clear understanding of my own personal financial growth and understanding of how to grow my money. Forever indebted.
I truly learned a lot of practical things I could do in my everyday life to save more money. Josh was very patient and attentive to my concerns. He made sure I had a clear understanding of my own personal financial growth and understanding of how to grow my money. Forever indebted.
Jg Gibson
Oct 21, 2021
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Christian Grieco
Jun 25, 2021
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Eric Carcia
Jan 16, 2021
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Josh has been instrumental in helping me get my financial future back on track. After the government shutdowns destroyed my small business, I felt absolutely lost and confused, with no idea how I would proceed during these unprecedented and unpredictable times. Josh was able to take the time to review my overall financial situation and provide me with solid financial advice for how to move forward. He really cares about your financial situation and will do everything he can to provide you with a clear and concise roadmap for success, I would highly recommend Josh for all your financial needs!
Kambiz Seisan
Jan 04, 2021
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Josh has been helping me and wife with our investment and retirement planning. His knowledge about financial planing and wealth growth is outstanding. I am very impressed to see how much we have accomplished in such a short period of time and wish I had known him sooner. I highly recommend his service to people who want to succeed and reach their financial goals.
Andres Villasmil
Nov 28, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Working with Josh to get my finances in order was a breeze and a blessing. He was very honest with what would be best for me and how to improve my life moving forward. He is very easy to talk to and knowledgeable which made everything else so easy as well. Highly recommend.
Working with Josh to get my finances in order was a breeze and a blessing. He was very honest with what would be best for me and how to improve my life moving forward. He is very easy to talk to and knowledgeable which made everything else so easy as well. Highly recommend.
K. P.
Sep 07, 2020
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Bita Shahgaldi
Aug 26, 2020
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Josh is very knowledgeable, dedicated to his profession and sincerely cares about his clients. He regularly calls to check on his clients to make sure he addresses any questions and concerns they have. I truly trust his advice and highly recommend his service to anyone who is looking to start an investment and grow their wealth. Thanks Josh for your outstanding service!
