MY 360ยฐ WEALTH MANAGEMENT
Financial planning and wealth management services originally began as a profession that guided the financial and administrative concerns of entrepreneurs and affluent families, thus freeing their time to focus on career, family, and leisure. Traditionally, the financial planner was an individual who was expected to be an expert in many diverse disciplines, including wealth management, income, and estate tax planning, insurance, and business services. The financial planner was required to spread ... his or her knowledge and experience across this wide spectrum of financial services. With a combined experience of twenty years between the partners, my 360ยฐ wealth management group, a los angeles branch of LPL financial, has maintained the essence of this relationship between the trusted advisor and the client but has broadened the concept into a management team. Through the active leadership and vision of the firmโs principal, pierre M. movsessian, MBA, CFPยฎ, AIFยฎ the company today is a full-service wealth management firm, employing professionals in all financial areas, who together with the clientโs accountant, attorney, and other outside professionals, plan and manage the clientโs financial and business affairs. This specialization is the key to the level of service that the company provides.
MY 360ยฐ WEALTH MANAGEMENT
Industry:
Employee Benefits Financial Services Insurance Retirement Wealth Management
Founded:
1998-01-01
Address:
Glendale, California, United States
Country:
United States
Website Url:
http://www.my360wealth.com
Total Employee:
251+
Status:
Active
Contact:
+52 818 547 4720
Email Addresses:
[email protected]
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Official Site Inspections
http://www.my360wealth.com
- Host name: ec2-54-85-200-131.compute-1.amazonaws.com
- IP address: 54.85.200.131
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149