360 Wealth Consulting - Roanoke, Virginia

360 Wealth Consulting

360 Wealth Consulting is a highly recommended financial consulting firm located in Roanoke, Virginia. With a strong focus on personalized financial planning and expert guidance, they have helped numerous clients achieve their financial goals. The company is owned by a veteran and offers both online and onsite services, ensuring convenience for their clients.

Address: 1017 2nd St SW Ste A, Roanoke, VA 24016

Phone: 05620123

Website: 360wealthconsulting.com

Specialties: Financial consultant, Financial planner

Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.

Opinions: This company has 34 reviews on Google My Business.

Average opinion: 4.6/5.

360 Wealth Consulting has received high praise from their clients for their exceptional services. One client mentioned how their expertise helped them maximize their tax return and plan for their retirement more effectively. Another client appreciated the personalized approach and the company's ability to understand their unique financial situation.

The company's commitment to personalized service, combined with their expertise in financial planning, has earned them a strong reputation in the industry. They have a proven track record of helping clients achieve their financial goals, whether it's saving for retirement, investing in a small business, or maximizing tax returns.

If you are looking for a reliable and experienced financial consultant, 360 Wealth Consulting is definitely worth considering. With their convenient location, online appointments, and personalized service, they can help you make informed decisions about your finances and achieve your goals.

👍 Reviews of 360 Wealth Consulting

AlphabetRFD

5/5

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.

Holly L.

5/5

I had a wonderful experience with 360 Tax Solutions! This was my first time using them. I will certainly go back next year. They were timely, kind and a wonderful office atmosphere. I highly recommend! The staff is great and friendly as well!

Sarah W.

5/5

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.

Greg A. L. D.

5/5

Michael has been very friendly and professional and has saved us a lot of time and money. 360 Tax Solutions has helped us for a couple of years now and we look forward to a long relationship. I found 360 through Dave Ramsey and they’ve certainly lived up to his high standards!

janet L.

5/5

I was referred to 360 Tax Solutions by Dave Ramsey. The employees are courteous, professional and knows what needs to be done. I worked with Janice Riggs on my taxes and she done a wonderful job with our taxes and showed us how we can save more money. I recommend this company to everyone.

Robert H.

5/5

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!

Bill P.

5/5

Mike became my financial advisor several years ago. He's level headed even when the market isn't. He has saved me money from the start and made me a good return along the way. He's personal, he cares, and he really knows what he is doing. He has strong business sense and can help in those regards too.

Rebecca N.

5/5

We used Mr. Shelton's services this year and he did a fantastic job. He made the process painless and detailed every point to make sure we were all on the same page. We will definitely be returning!