360 Financial Group Joins Industry-Leading Financial Advisors in Chicago
Carl M. Strozyk
Bel Air, Maryland – August 2016 –
Carl M. Strozyk, President of 360 Financial Group, was named to Cambridge Leaders Club by Carl Strozyk’s broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Leaders Club honors a financial advisor’s independent business accomplishments in delivering some of the highest levels of client service. Distinction as a member of Leaders Club 2016 included a special invitation to Chicago, Illinois on August 9-10.
“We were delighted to recognize Carl for achieving Leaders Club status,” said President Amy Webber. “Cambridge was honored to bring together independent financial advisors to focus on unwavering dedication to independence, the ability to deliver objective advice to clients, and a renewed commitment to excellence in serving clients.”
The emphasis of the workshop was on the continuation of growth, while maintaining a high level of service. The main attraction of the Leaders Club two-day event was keynote speaker Mark Zinder, a leading voice in the financial industry. The event began with the Leaders Club banquet held at Skydeck Chicago at Willis Tower.
In Carl’s words …
“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with unbiased recommendations and impartial guidance based on their needs and goals.
I appreciate being named to Cambridge’s Leaders Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals.”
About 360 Financial Group
360 Financial Group, founded in 1990, provides a holistic approach to comprehensive wealth management as well as tax and accounting and investment management services. At 360 Financial Group, our MISSION is to be our clients’ primary advisor. We believe our knowledge, experience, and intuitive approach to tax and financial planning gives our clients the confidence they need to help them realize their dreams.
Registered Representative, Securities Offered Through Cambridge Investment Research. Inc., a Registered Broker-Dealer, Member FINRA, SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Small Business Group, Inc. and Cambridge are not affiliated.