Financial Solutions
Highly Engaged Employees
Highly Engaged EmployeesFinance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
1335 Peters Creek Rd NW, Roanoke, Virgin...Phone Number
(540) 562-0123Website
www.discover360financial.comRevenue
<$5 MillionIndustry
About Financial Solutions
360 Wealth Consulting specializes in personalized wealth management solutions, focusing on business finances and tax strategies for both business owners and individuals. Their services include expert wealth consulting, AI-enhanced accounting, payroll services, and strategic tax planning aimed at maximizing returns. The firm primarily serves accredited investors, particularly business owners with revenues over $750K and Baby Boomers preparing for retirement with investable assets of $500K or more. With a commitment to acting in clients' best interests, they provide tailored financial guidance to help clients achieve their financial goals.Explore more
Financial Solutions Org Chart
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Frequently Asked Questions Regarding Financial Solutions
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360 Wealth Consulting specializes in personalized wealth management solutions, focusing on business finances and tax strategies for both business owners and individuals. Their services include expert wealth consulting, AI-enhanced accounting, payroll services, and strategic tax planning aimed at maximizing returns. The firm primarily serves accredi... Read More
