369 Financial

I can't recommend Josh enough! From the very beginning, he took the time to truly understand my financial goals and crafted a clear, personalized plan that made me feel confident about my future. He’s incredibly knowledgeable, patient, and always willing to explain things in a way that's easy to understand. Whether it's budgeting, investing, or long-term planning, I feel so much more secure with the guidance given. If you're looking for someone trustworthy, professional, and genuinely invested in your success, this is the person to call!

Been with 369 Financial for almost 3 years. It's such a blessing knowing Josh has an eye on my investment when life gets busy and I don't have the time to educate myself on what's going on in the market!🙌🏿

Josh and his team do a great job. As a former FIRE person, I was very meticulous about my finances. After retirement, I realized that I was not really into doing all the things that came with managing my portfolio, and would end up just not doing it. So it was a natural next step to partner with 369. I chose 369 over another large financial services company because they are more human. Very happy with that choice, even with recent market craziness. Recommended giving 369 consideration if you're looking for greater ability to pursue happiness. Thank you.

I have been working with Joshua over the past few months and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!