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Manufacturer · United States

360IRA (Investment and Retirement Advisory)

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About

360IRA is a United States-based financial firm specializing in retirement planning for federal employees and other savers through its 360-degree approach that integrates investments, taxes, income strategies, and healthcare guidance. Headquartered in St. Charles, Missouri, the company operates out of offices in Memphis, Tennessee; St. Louis, Missouri; and Plymouth Meeting, Pennsylvania to serve families nationwide with fiduciary standards.

  • Industries: The firm focuses on federal employee benefits, including FERS and TSP programs, alongside general retirement planning for those who have served or saved.
  • Services: Clients receive comprehensive advisory services covering balanced portfolio design, tax minimization strategies, income synchronization, and Medicare Advantage plan enrollment guidance.
  • Operations: All investment advice is delivered by a team of licensed professionals holding the ChFEBC℠ designation through 360 Investment and Retirement Advisory LLC in Missouri and Pennsylvania.

The company emphasizes simplifying complex financial landscapes to ensure clients retire with confidence without leaving important details to chance.

Location
United States