Jessica Murray
Client Success Manager at 360 Financial
Based in Minneapolis, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Minneapolis
Industry
Financial Services
Company size
45
Contact information
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j•••••••@360financial.net
Phone
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Background
About Jessica Murray
Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network. Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to protect your assets • Taxation: how to minimize your tax burden • Business planning: how to grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assets
Decision-makers
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Mike Rogers
Owner · General Business & Management
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