THREESIXTY WFM - Ballston Spa (NY)

5 /5 Michael Carbone: Jon at 360 has been successfully managing my investments for over 15 years. He is knowledgeable, trustworthy, and has delivered strong returns year after year. After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service. I highly recommend Jon and ThreeSixty WFM.

5 /5 L A: Jon at ThreeSixty WFM is extremely knowledgeable, honest, and provides superior customer service. He always puts his clients needs first, is proactive in communicating any volatility in the market, and has educated me so I am better equipped to make decisions regarding my investments. He has helped me design a long term retirement plan that fits my needs. I highly recommend Jon!

5 /5 Lori Propis: Great financial advisors! Jon is direct, honest, knowledgeable and always gives clear and concise direction.

5 /5 Edie Dudek: My husband and I are extremely happy how Jon has advised us on our retirement investments and now distributions. He is very knowledgeable in helping with all our questions including income tax questions. Jon also gets back to your inquiries right away.