320 Financial Group

320 Financial Group is a financial advisory firm specializing in retirement planning services. The company is led by Tim Adams, a CPA and published author. 320 Financial Group is located in Dayton, OH, with an office at 120 W 2nd St, Suite 615, Dayton, OH 45402. They can be reached by phone at (937) 756-3865 or (888) 320-3499, and by email at [email protected]. 320 Financial Group operates within the financial and retirement planning industries. The company's Senior Financial Advisor is Tim Dern, RICP®. The firm utilizes technologies including HTML, CSS, JavaScript, GoHighLevel, Amazon, Google AdSense, Google AdWords, Google Analytics, DoubleClick, and Secure Socket Layer (SSL). 320 Financial Group offers retirement planning services. They provide a unique process designed to help retirees navigate economic challenges such as market volatility, inflation, and future tax hikes. The company offers a 20-minute discovery call to assist clients in creating a retirement game plan. 320 Financial Group targets clients in the finance, healthcare, and retirement planning industries. The firm's competitive advantages include over 20 years of experience in the financial industry, customized financial planning aligned with family values and goals, and a commitment to avoiding cookie-cutter models or sales calls. Tim Adams is a trusted retirement coach and published author, and the firm is an SEC registered investment advisor. The company's values and culture are centered around a client-first approach, servant leadership, and a family-oriented environment. They are passionate about helping people and are committed to growing the business through ethical practices. The Marketing Director is Rob Sousa.