Business Details
About
Financial PlannerInvestment ServiceFinancial ConsultantFinancial Planning
We work with clients across Minnesota and the U.S. Whether you live in Minneapolis or Miami, we can help you with retirement planning, financial planning, wealth management, and estate planning.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org / sipc.org).
The financial professionals associated with 360 Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
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Reviews
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29 reviews
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- BSBrenda Spurlock6 days ago5.0Personal, professional and trusted guidance from a team that puts you and your family's financial security first. I highly recommend!
- JVJane VanderpoelOct 7, 20255.0Our financial advisor at 360 Financial is terrific. He is prepared, encouraging, professional, and has crafted a successful strategy for improving our wealth as we ease into retirement. I almost hate to give away this secret, but don’t be afraid to ask for a meeting to see what these people can do for you.
- JSJoan StirlenSep 17, 20255.0I have nothing but excellent things to say about 360 Financial. My advisor, Mitch Zweber, is caring, patient, informative and always answers my many questions. My portfolio has done very well with this financial group. The Administrative staff, Theresa Goff and Libby Kaplan, are extremely helpful and supportive and always professional. I have peace of mind regarding my finances with 360 Financial.
- KBKevin Brase BraseSep 8, 20255.0Great, courteous staff, great location and Will was knowledgeable and informative!!!
- JMJayne MooreAug 5, 20255.0Tom is always congenial, upfront. & honest with Tony & I. He always explains the market & our particular portfolio. We are very pleased & satisfied with his services on our account & keeping us in the loop.
Frequently Asked Questions About 360 Financial - Wayzata
Where is the 360 Financial office located in Wayzata, and who do you serve?
Our Wayzata office is located in the heart of the Lake Minnetonka area, making it ideal for clients in Wayzata, Minnetonka, Plymouth, and the western suburbs of the Twin Cities. We provide financial planning and wealth management services to individuals and families across Minnesota and beyond, with a strong local presence in the Wayzata community.