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Samantha C. Adams
Director Of Client Services - Wealth Management at 360 Financial
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Work Experience
Director Of Client Services - Wealth Management
Mar 2022 - Present · 2 years and 10 months
Business Manager
Feb 2019 - Mar 2022 · 3 years and 1 months
Office Manager
Apr 2018 - Mar 2022 · 3 years and 11 months
Company Details
2-10 Employees
360 Financial Group takes that vision to a new level. We have a variety of services to help the diverse selection of individuals, professionals and small business owners that represent our client base. We provide holistic, year-round counseling to maximize tax savings, manage cash flow, and develop profits. Here is a list of services we provide for Individuals & Families and Small Businesses: Tax Services Wealth Management Financial Planning & Consulting Accounting Services Small Business Counseling
Year Founded
1990
Social Media
Linkedin
Industry
Financial Services
HQ Location
139 North Main Street, Suite 300 Bel Air, Maryland 21014, US
Keywords
Financial PlannersInvestmentsAccounting ServicesTax Preparation ServicesSmall Business CounselingIndividuals and Families
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