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11-50 employees
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Financial Services
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849 Lake St E, Wayzata, Minnesota 55391, US
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Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network.
Our services: Big Picture Planning -
• Accumulation: how to target asset growth
• Risk management: how to protect your assets
• Taxation: how to minimize your tax burden
• Business planning: how to grow and manage your business
• Retirement planning: how to target distribution of your assets in a tax-advantaged way
• Estate planning: how to preserve your assets
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, FL, HI, IA, IL, IN, ME, MI, MN, MT, NC, NV, NY, OR, PA, SD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.
Securities offered through LPL Financial, Member www.FINRA.org /www.SIPC.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
CONTACT US: 952.542.8900
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360 Financial Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
100%
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The widely used 360 Financial email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
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