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360

PLANNING PARTNERS 

Our mission is to provide financial products and services designed to suit each client's needs, circumstances, and long term aspirations. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

 

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

WHY 360 PLANNING PARTNERS?

MANAGE RISK
AND
PROTECT WEALTH
PREPARATION
FOR
YOUR FUTURE
More Than
25 Years Experience
LEADERS IN
THE
INDUSTRY
LONG TERM INVESTING STRATEGIES
Focus On
You

WHAT MAKES US DIFFERENT?

Equality

A person's value is not measured by their net worth.

Truth

People should always expect (and get) the whole truth.

360° Planning

There is more to financial well-being than just investments.

Simplicity

We'll talk to you in plain English and eliminate unnecessary complication.

Transparency

People should understand how much they pay and what they are paying for.

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 CONTACT US

For any inquiries, please call us:

205.970.5250   |   Brian, Mark, Todd, Christopher & Rob

 

251.343.4855   |   David & Ameina   

 

251.344.1480   |   Pat

 

251.633.6993   |   Jane

our Locations

22 Inverness Center Parkway

Suite 120

Birmingham, AL 35242

169 Dauphin Street

Suite 203

Mobile, AL 36602

900 Western American Circle

Suite 207

Mobile, AL 36609

9071 O'hara Drive

Mobile, AL 36695

 

Check the background of this financial professional on FINRA's BrokerCheck

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. (Equitable Financial Advisors in MI & TN.) Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

360 Planning Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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