369 Financial | Jacksonville Financial Advisors
By the time you reach retirement, you will have saved nearly 10 times your salary saved in your 401(k) or other retirement plans. In order to ensure you will have a successful retirement plan, making the correct decision with your 401(k) is vital. Most financial advisors are going to automatically recommend that you move your 401(k), 403(b), 457 plan, TSP, or another retirement plan because that's what is in their best interest. We will look at all the viable options to ensure we're making the correct decision for your future.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Tax Planning
- Investment Management
- Retirement Planning
Sentiment Analysis
He also goes above and beyond to help with other decisions that may help us out financially.
If you’re a person looking for some financial advice and direction, I highly suggest reaching out to 369.
We are clueless to most financial decisions and Josh has really been able to explain things to us in a way that we can understand.
I really trust him and highly recommend his service to anyone who is looking for investment ideas.
He made sure I had a clear understanding of my own personal financial growth and understanding of how to grow my money.
Continuously learning to keep you on the right track as the financial landscape evolves.
Josh seems to have a lot of energy for connecting people together.
This company is great, Josh has helped me out with my financial situations time and time again.
Whether it’s one on one with Josh discussing ways about increasing my portfolio, or simply planning for the future.
A few words that come to mind when I think of all my interactions with him are passionate/motivated and forward thinking.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.