Business Details
About
Financial PlannerInvestment ServiceFinancial ConsultantFinancial Planning
360 Financial is a wealth management firm based in Elk River, Minnesota. As your dedicated financial advisors, financial planners, and wealth managers, we specialize in comprehensive financial planning tailored to your needs. Whether you're in Elk River or anywhere in the surrounding area, we're committed to guiding you on your financial journey.
Our team of experienced financial professionals works closely with you to understand your personal and financial goals, crafting a plan that optimizes your wealth. We provide robust wealth management advice to help ensure your assets and legacy are protected. Founded in 1995, we have over 25 years of experience helping Minnesotans pursue their financial goals.
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- JSJulie SchoephoersterOct 2, 20255.0Very responsive whenever we have any questions or needs, or just need to talk through a financial related decision. Wealth of knowledge and we always feel that they know our accounts well, as well as our goals, what is happening in the financial world and how it may impact us. When we inquire about something that we are wondering if its a 'gap' in our portfolio, they explain in easy to understand terms so that we can make an informed decision, and more importantly, if they dont think we need something- they will tell us. Brian, Danielle and the entire team are a great team and very knowledgeable team.
- CLCindy LemmOct 2, 20255.0We have been with Brian for many years. We had our yearly overview visit yesterday, and things are on track which is all you can ask for in a somewhat volatile market. We feel seen and heard by Brian and his staff and are very satisfied!
- PPPat PloofAug 5, 20255.0As someone who doesn’t understand the market - I rely on Brian’s expertise and knowledge. I trust his recommendations for my portfolio. Both Danielle and Brian are always helpful when I have questions Thank you.
- DMDonna MroczkowskiJul 29, 20255.0Been with 360 Financial for almost 2 years. They helped me tremendously after the sudden passing of my husband. They helped me get stocks and bonds etc transferred over, and just recently did an analysis to see if I'm able to retire. They thoughoughly explain everything! I have learned so much and totally trust them being my finacial planner!
- JCJBrian CalvaJul 24, 20255.0Brian and his staff have cared well for us for several years now. They distill down, what can be intimidating questions and circumstances, into a product that we understand and have confidence in. We trust 360 Financial and think you will too.
Frequently Asked Questions About 360 Financial - Elk River
Where is the 360 Financial office located in Elk River, and who do you serve?
Our Elk River office is conveniently located to serve clients throughout Sherburne County and the greater northwest Twin Cities area. We proudly work with individuals and families from Elk River, Zimmerman, Otsego, Big Lake, and surrounding Minnesota communities. Whether you're seeking guidance on retirement, investments, or estate planning, our local team is here to help you build a financial future with confidence.