Unconventional Money Guy
From Jacksonville, FL
AboutPlease note that our initial consultation fee is 24.99, but it is fully refundable. You might be wondering why we charge for this service while other financial advisors offer a free consultation. It's straightforward. We value our time, and we believe high-quality financial advice is worth investing in.
Here at 3️⃣6️⃣9️⃣ Financial, we pride ourselves on providing tailored and effective financial advice that meets our clients' unique needs, lifestyle, and strengths. We do not believe in a one-size-fits-all approach, and our goal is to deliver value for your investment.
Our 24.99 initial consultation fee is an investment that can yield significant results. It enables us to dedicate the necessary resources and time to offer you top-notch guidance tailored to your needs. The best news is that the fee is fully refundable, so there's no risk to you.
Don't settle for generic financial advice that doesn't address your unique financial situation. Invest in your financial future and contact us at 3️⃣6️⃣9️⃣ Financial today.
Please send us a connection request, and let's discuss how we can help you reach your financial objectives.
Profile isn't claimed yet
Josh's expertise was invaluable in assisting me with updating and optimizing my 401K selections for long-term growth. As a result of his guidance, my 401k account has increased in value. Without knowing which allocations and mutual funds to select, Josh made the process easy and seamless. Thank you, Josh, for your outstanding assistance!December 21, 2022
Joshua presented a brilliant explanation of the plan that would aid me in rectifying my financial situation. He showcased great organizational skills and was also quite assuring! Without hesitation, I would collaborate with him again.October 6, 2022
Over the past few weeks, I have had the pleasure of interacting with Josh and gaining valuable insights from him. Although I had a solid foundation in personal finance, I required assistance with asset allocation. Josh designed a customized package for me, evaluated the multitude of mutual funds and ETFs that I had inherited (after transferring them from various robo-advisors to Fidelity), and proposed a plan that involves holding fewer, yet diversified, strong positions. He is exceptionally prompt and diligent in his work, and consistently goes the extra mile. Regardless of your circumstances, I am confident that Josh can provide valuable assistance or guidance. I highly recommend him! 👍September 2, 2022
With my limited understanding of financial matters, Josh guided me to determine the next steps of my fiscal journey in a way that I could comprehend. His expertise in the field was instrumental in clarifying all the concepts for me. I would strongly suggest Josh to others.June 14, 2022
Josh was exceptional in his ability to quickly connect with me and provide insightful answers to my multitude of questions. His expertise not only helped clarify my concerns, but also left me with the confidence to proceed. I highly recommend Josh and his team, who consistently go above and beyond. Though I was limited to only selecting three items in the review, I rate their service a perfect 5/5 across the board.April 18, 2022