Small Business Financial Advisors and How They Help
A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.
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Great News!
We Have Merged.
Fleming Investment Group Has Merged With 360 Financial
Together, we can all provide a broader range of services than previously managed.
We continue to enrich lives through values-based principles for our clients, employees, and team members. By living and breathing six core values: confidence, going above and beyond, positivity, problem-solving, community, and integrity, we hope to achieve your genuine satisfaction as we help you pursue your aspirations.
As a previous Fleming Investment Group client, immediately, you will have access to expanded services such as full financial planning, a well-rounded investment committee, and greater depth in client service. And in the long term, you will have an entire disciplined financial services team to support you and your family’s financial needs.
You can now choose between one of two convenient office locations.
The additional team members strengthen our bench as we continue to grow and remain on the 2022 Inc. Magazine’s Best Workplaces list. 360 Financial made the list of 475 companies, is one of 35 companies in the financial industry, and is the only one based in Minnesota.
Fleming Investment Group has been compensated in connection with this merger. Clients are under no obligation to remain with Brian Bohnsack in connection with the merger.
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Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Fiduciary Financial Advisor
Get the best financial guidance for your exact situation and goals.
No more cookie-cutter solutions or high-cost products.
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