At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do.
We offer a comprehensive suite of services to help position you for financial success. Backed by years of experience across many dimensions of wealth management, our team is committed to guiding you through the stages of life and business with strategic insight and support.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov
The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Company Details
- Employees
- 65
- Address
- 732 E. Mcmurray Road, Mcmurray,pa 15317,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- confluencefp.com
- Keywords
- Retirement Planning, Estate Planning, Social Security Analysis, Tax Planning, Investment Management, Employee Benefit Review, Insurance Planning, Cash Flow Analysis, Business Consulting, Non-Profit Consulting, Philanthropic Planning, Education Planning, Business and Retirement Plans, Corporate Cash Management.
- HQ
- McMurray, PA
Confluence Financial Partners Questions
Confluence Financial Partners's website is confluencefp.com
Confluence Financial Partners's LinkedIn profile is https://www.linkedin.com/company/confluence-financial-partners
Confluence Financial Partners has
65 employees.
View email and phone details for 65
employees at Confluence Financial Partners.
Confluence Financial Partners's industry is
Financial Services
Confluence Financial Partners's top competitors are
Snow Capital Management L.p.,
Confluence,
Allegheny Financial Group,
Hbks Wealth Advisors,
Gibson Capital, Llc,
Fragasso Financial Advisors,
Waldron Private Wealth,
Hefren-Tillotson, Inc.,
Jfs Wealth Advisors,
Fort Pitt Capital Group.
Confluence Financial Partners's categories are Financial Services
