Search I95 Business Magazine




Partners in Your Financial Journey
360 Financial Group

August 2017

Carl Strozyk, 360

For 27 years, 360 Financial Group has been caring about people. Located in Bel Air, The Small Business Group (as it was originally known) was founded in 1990 by Carl Strozyk. The company started as a small tax and accounting firm helping local entrepreneurs, but as it grew, Strozyk recognized that his clients needed help with other financial aspects of their lives. In the spirit of stewardship, he expanded the scope of his firm’s practice to better accommodate his clients and make their financial success the firm’s No. 1 priority.

360 Financial Group

139 N. Main St.
Bel Air, MD 21014

Carl M. Strozyk, CFP®, EA, MBA

• Retirement Income Planning
• Wealth Management
• Investment Management
• Financial Planning
• Tax & Accounting Services
• Fiduciary

Today, 360 Financial Group takes that vision to a new level, offering a variety of services to help the diverse needs of individuals, professionals and small business owners. The firm takes a 360-degrees view of the lives of individuals and businesses – from birth to succession and every milestone or roadblock in between. It provides holistic, year-round counseling to maximize tax savings, manage cash flow and develop profits.

As a fiduciary, Strozyk, a native of Harford County and a graduate of John Carroll High School, and his team work in the best financial interest of their clients.
“Our clients aren’t just a list of people with portfolios we manage,” says Strozyk. “They are unique individuals and business owners who have hopes and dreams, as well as fears and things that keep them up at night. We care about why you get up at the crack of dawn each morning and what adventures you’ll explore when you retire. Because the more we know about what makes you tick, the better we can structure your financial plan to help you make the most of your journey.”

“When you look at our team’s resumes, you’ll find CFP®s, EA’s and a lot of acronyms we’re very proud of,” says Strozyk. “But beyond our credentials, we’re business owners, parents, pet lovers and Harford County residents and all-around good people who like to help other good people.”
I95 Content Marketing

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. 360 Financial Group, Inc. and Cambridge are not affiliated.