About 365 Wealth Partners
Reviews for 365 Wealth Partners
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
365 Wealth Partners is a financial advisory group. Clients describe the advisors as wonderful, honest, considerate, knowledgeable, and incredibly responsive. They are very supportive and protective of clients' funds, handling everything and keeping in touch. Many clients trust them completely and would not go anywhere else, strongly recommending them. Performance has beaten the market handily, with some retired clients having more money than they started with. Questions or concerns are addressed promptly.
Joe Mastroianni from 365 Wealth Partners has been a fantastic 'asset' (see what I did there?), to our retirement portfolio. He is an excellent listener and understands our personal goals. He has made important suggestions to improve our investments, and makes an effort keep us on track for retirement. We had met with some other money management firms prior to meeting Joe, but never felt a connection. Communication, knowledge and detail management are all on point. Highly recommend!
We have been with 365 Wealth Partners for many years. Joe has always kept in touch with us. He has been very supportive and protective of our funds. We would not go anywhere else. Whenever, there was a question or concern. Joe or Catherine always got back to us promptly. If you want a Considerate Financial Advisor Joe Mastroianni is your advisor.
We were reluctant to retire, thinking we may not have enough money to live on. Joe Mastroianni has been excellent to work with. He literally handled everything for us. It’s been a year since we reired and we actually have more money than we started with! We would strongly recommend him.