360 Wealth Consulting - Roanoke, Virginia

360 Wealth Consulting

360 Wealth Consulting is a highly regarded financial consulting company located in Roanoke, Virginia. With a strong focus on financial planning and consulting, this veteran-owned business has been helping clients navigate their financial futures since its inception.

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

Phone: 05620123

Website: 360wealthconsulting.com

Specialties

• Financial consultant
• Financial planner

Additional Information

• Online appointments available
• Onsite services provided
• Wheelchair accessible parking lot
• Wheelchair accessible seating
• Restroom available on premises
• Appointments recommended

With a 4.6 out of 5-star rating based on 34 reviews on Google My Business, 360 Wealth Consulting has proven itself as a reliable and effective financial consulting firm in the area. Clients praise the company for its personalized approach and ability to help with a wide range of financial needs, from tax planning to retirement planning.

One client shared their story of how 360 Wealth Consulting helped them optimize their tax returns and plan for their small business and retirement, wishing they had found the firm years earlier. This highlights the company's ability to provide comprehensive financial solutions tailored to each client's unique needs and 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!