Reviews for 365 Wealth Partners

Write a review

Sep 2024
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.
Mar 2023
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.
Mar 2023
I have been a client of 365 for about two years. Joe and Catherine are both very knowledgeable and incredibly responsive. Joe's performance has beaten the market handily during this downturn.

More Reviews

Photos

Add a Photo

View All Photos

From 365 Wealth Partners

We are committed to helping people and doing the right thing. This works best when the people we work with are open to honest conversation and understand that there will be challenges along the way. We believe everyone deserves the highest quality advice and planning resources. Our goal is to bring Elite Strategies to Every client Every day.