369 Financial | Financial Advisors Canal Blvd, Ponte Vedra Beach

369 Financial | Financial Advisors Reviews

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  Scott Anderson
  5

  I've been working with Josh for the past few months, and I am very happy with the results. Josh provides a professional yet personalized service, and is always available to answer any questions I have. I am reminded of a takeaway from an early book on personal finance titled "The Richest Man in Babylon" Do not take advice on finance from a brick layer. Go to people who are experts in a particular subject if you want expert advice. It’s too easy for amateurs to give out advice. This is where Josh comes in, giving expert advice on the matters of building wealth to me the amateur.

  Response from the owner

  Awesome. Thank you.

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  Nina Hoffmann
  5

  Josh was quick to understand my financial goals and that I like to be more aggressive. He understands that we have to do things differently from everyone else to make your money work for you! So happy I connected with Josh and his team, and feel confident I will be financially successful for my future!

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  Phil Ryan
  5

  Josh has been great the entire time, since day one I have been dealing with him. He has went above and beyond to get the job done for me and has exceeded every expectation set before him. So if anyone need financial advice or getting help starting a business, if you use 369 financial, you will always be one step ahead of your competitors!

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  Daniel O'Leary
  5

  Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

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  Denise M
  5

  Josh K has been very informative and helpful with our personal and business needs. He is the "go to" guy for any questions and will help you in any way he can. He explains everything in detail. Very professional and respectful. Look forward to continue working with him in the future.

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  AJ Morel
  5

  Speaking with Josh was such a relief. He was kind and considerate and took the time to explain how his company was going to handle our financial situation. My wife and I are at ease knowing we are in good hands.

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  Brad Oswald
  5

  Josh Krafchick at 369 Group provides unparalleled, personalized financial planning services that are uniquely customized to fit each individual investors’ fiscal goals and aspirations. After knowing and working with Josh on a personal and professional level for many years, I can say with confidence that his market knowledge and financial acumen are unmatched. I highly recommend his services!

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  Ron Greene
  5

  Working with Josh is a great experience. He is very knowledgeable, diligent, and fun to be around. His investment style is based on diversification, not on pipe dreams. Enjoy...

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  Phillip Greene (NMLS#1705107)
  5

  Josh is an incredible guy who really helped me through a few difficult financial decisions. I would trust him and I recommend him to all my family and friends that need planning for their futures!

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  G F
  5

  Appreciate doing business with Josh, he is very knowledgeable, flexible and easy to work with!