Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

 

 

Our services include:

  • Personalized Financial Planning
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation
  • Insurance and Annuity Options
  • Tax Planning and Management

 

 

 

 

 

 

 

 

 

 

 

 

Eric Kodish is the CEO of 360 Financial Services. He is a Certified Financial Planner (CFP), Certified Public Accountant (CPA), a Certified Divorce Financial Analyst (CDFA), and a member of the American Institute of Certified Public Accountants.

Eric’s philosophy in running 360 Financial Services centers around providing personalized, face-to-face attention to each individual. He believes that every client’s financial journey is unique and requires a tailored approach, one that goes beyond generic solutions. By taking the time to truly understand each client’s goals, concerns, and aspirations, Eric ensures that they receive not just expert advice but a supportive, collaborative relationship. This hands-on, individualized approach allows him and his team to develop strategies that align with the specific needs and dreams of every client, fostering long-term trust and success.

Eric currently serves as the CEO of 360 CPA Services LLC and Ocean Tax Consultants LLC. His success in both practices is driven by his philosophy of providing personalized, attentive care to each tax client. By focusing on individualized service, Eric has built strong, lasting relationships and a reputation for delivering tailored solutions that meet each client's unique needs.

Prior to his role at 360 Financial Services, Eric served as the CEO of Hadlin Accounting Services, where he led the firm in providing personalized accounting solutions to small businesses and individuals. During his time there, he developed a deep understanding of the unique financial challenges faced by small business owners, offering tailored strategies to help them manage their finances, streamline operations, and achieve long-term success. His commitment to building strong client relationships and delivering exceptional service helped the firm grow and establish a solid reputation in the community.

 

 

 

 

 

 

In his spare time, Eric enjoys spending time with his wife, whom he met in high school, and his two children. His hobbies include horseback riding and training his 3 horses, competing in Dressage competitions, bonding with his poodle, managing his rental properties, driving his race cars, and traveling across the world with his family. Eric's favorite vacation spot is Florence, Italy. 

 

 

 

 

 

 

 

 

 

 

Eric has an MBA from Drexel University, a certification in Predictions and Projections from MIT, a graduate certification in telecommunications management from Stevens Institiute of Technology, and a Bachelors in Computer Science from Rutgers University.


Please call us if you have any questions about our firm or the range of financial products and services we provide. .