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Confluence Financial Partners

Financial Services

Specialities :
Investment management
Retirement planning
And estate & charitable planning
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
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Frequently Asked Questions About Confluence Financial Partners

What does Confluence financial partners do?+

Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. 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...

What are Confluence financial partners's specialties? +

Investment management,retirement planning,and estate & charitable planning

What is Confluence financial partners's industry? +

Confluence financial partners operates in the Financial services industry.

What is Confluence financial partners's revenue? +

Confluence financial partners's revenue is 11m - 100m

What is Confluence financial partners's company size? +

Confluence financial partners has 51 - 200 employees.

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