360 Wealth Consulting
About the Business
360 Wealth Consulting is a finance institution located at 1335 Peters Creek Road in Roanoke, Virginia, United States. Specializing in wealth management tailored specifically for each client, our team of Registered Financial Consultants (RFC) from the International Association of Registered Financial Consultants (IARFC®) provides personalized financial guidance to help you achieve your goals. Whether you are a business owner, a Baby Boomer preparing for retirement, or a younger client looking to preserve your assets, we are here to assist you every step of the way.
At 360 Wealth Consulting, we focus on tax planning as a core part of wealth management, ensuring that you maximize your wealth growth and make informed financial decisions. Our team merges the expertise of financial advisors and accountants to create a comprehensive wealth strategy powerhouse. By starting with tax planning, we can help you save on tax liabilities and optimize your financial situation.
As fiduciaries, we are committed to acting solely in your best interests, providing transparent pricing and personalized services to help you grow your wealth. Whether you are looking to lower your tax liabilities, plan for retirement, or navigate investment strategies, our team at 360 Wealth Consulting is here to help. Contact us today to discuss your financial goals and take the first step towards a stable financial future.
Photos
Location & Phone number
1335 Peters Creek Rd, Roanoke, VA 24017, United States
Hours open
Monday:
10:00 AM - 3:00 PM
Tuesday:
10:00 AM - 3:00 PM
Wednesday:
10:00 AM - 3:00 PM
Thursday:
10:00 AM - 3:00 PM
Friday:
10:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"If you are looking for a company that can help you organize your business structure and legally reduce your tax liability then I highly recommend 360 Wealth Consulting. Michael and his staff have saved me thousands of dollars over the past couple years."
"So many of us go thru life focusing and giving our all, to our family and careers. I am no different. I’ve made the best decisions I know along the way, preparing my self for retirement one day. But am I ready? Are all my ducks in a row? While I’ve done all I think I can, Mike of 360 Financial, has opened my eyes to what other possibilities and needs I may have for my upcoming retirement. I encourage anyone reading this to give Mike or a staff member a call and see how 360 can improve your financial stability into retirement. They are courteous and professional. You won’t be disappointed!"
"Tax laws are never easy to navigate. For year’s mu family has been missing out on returns while I assumed I was getting the best “bang for my buck” with turbo-tax software. After 1 hour with the folks at 360, all that changed. My return is better, my small business is on track and planning for retirement has never made more sense. I wish I would have found them 10 years ago."
"We have been using Michael to help us file our taxes for the last three years. Quick, easy, and he knows which questions to ask to make sure that we get the deductions we need. Glad he knows what to do so I don't have to spend the time/frustration of doing it myself."
"It's never easy making the decision to move from a long-term provider to another. After spending a good deal of time discussing my concerns, seeing how Michael and Jeremy respond to client issues and being impressed with their approach, I moved not only my personal accounts over to them, but also the responsibility for managing my business financials. I'm excited to have them on my team as we work together toward smarter, calculated strategies for savings and growth."
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