Three Sixty Wealth Management
1601 Bond Street, Naperville, Illinois, United States
About the Three Sixty Wealth Management
Three Sixty Wealth Management, located at 1601 Bond Street in Naperville, Illinois, is a finance institution dedicated to providing affluent families, business owners, and key executives with tailored wealth management advice. Our unique WEALTHPRINT framework allows us to design customized wealth plans for each client, blending the art of your life with the science of our proprietary process. By simplifying the complexities of wealth management, we help you focus on what truly matters to you while we handle the details. Our goal is to guide you through each phase of your life, enhancing your experience and potentially delivering better outcomes. If you are seeking a team of trusted experts to help you achieve your financial goals, contact Three Sixty Wealth Management today.
Photos of Three Sixty Wealth Management
1601 Bond St, Naperville, IL 60563, United States
Opening hours of Three Sixty Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:00 - 14:00
Saturday:
Day off
Sunday:
Day off
Reviews of Three Sixty Wealth Management
"I have been a client since 2015. Jim Dischert was fantastic in providing a complete analysis of my financial holdings, completing a risk assessment and understanding what my values and retirement dreams were. I retired at 62 and have been very happy with the wrap-around services provided by the firm, which include tax preparation and attorney services. This firm is great and the people are sincere and helpful!"
"Not sure why 2 people would rate with 1 star and not provide a reasoning."
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