Firm Introduces New Name, Business Philosophy, and Website
Small Business Group (SBG) has changed its name to 360 Financial Group to better reflect its client base — both small businesses and individuals — and the full range of services it provides.
The name 360 Financial Group demonstrates the holistic approach that the firm incorporates. 360 Financial Group takes a comprehensive view of the individual or business—not just a tax form, a business investment account, or a college savings plan—the entire package is taken into account. 360 Financial Group provides insight into the business’ or individual’s overall financial plan; providing clients one-stop shopping convenience and the experience to be confident in financial decisions.
360 Financial Group has also introduced a new tagline, ‘Make the most of your journey’ and a new website with more features to benefit its clients and to better display its philosophy and range of services.
For more information and for a comprehensive view of your individual or business financial picture visit www.360FinGroup.com or call 410.893.2100.
360 Financial Group
139 North Main Street
Suite 300
Bel Air, MD 21014
P/F 410.893.2100
Alt 410.838.2100
E info@360FinGroup.com
W www.360FinGroup.com
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.
About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and registered investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country supporting approximately 3,000 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own. For more information visit www.joincambridge.com.
IMPORTANT DISCLOSURES
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.
