369 Financial

I have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!
Jan 28th, 2024

Ive been working with 369 for a while now and find them incredibly helpful. Not only have they grown our account, they also provide valuable insight into the future and unconventional ways of taking advantage of the moment. I trust them with my money and I look forward to the future with them!
Jun 6th, 2023

Josh and his team do a great job. As a former FIRE person, I was very meticulous about my finances. After retirement, I realized that I was not really into doing all the things that came with managing my portfolio, and would end up just not doing it. So it was a natural next step to partner with 369. I chose 369 over another large financial services company because they are more human. Very happy with that choice, even with recent market craziness. Recommended giving 369 consideration if you're looking for greater ability to pursue happiness. Thank you.
Apr 25th, 2023

I had been wanting a financial advisor for years but was afraid to trust anyone with my money. I interviewed a few before I met Josh and I knew right away he was the one aligned with my goals. I trust his judgement and while all my friends 401ks are in the red, Josh finally got mine in the green. Thankyou Josh!
Mar 28th, 2023

Appreciate doing business with Josh, he is very knowledgeable, flexible and easy to work with!
Mar 14th, 2023