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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 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.
Citizens State Bank of Pocahontas is a Pocahontas, IA-based company in the Financial Services sector.
Established in 1849, Merchants Bank is Vermont’s largest and sole remaining statewide bank. Consumer, business, municipal and investment customers enjoy personalized relationships, sophisticated online and mobile banking options. We have 32 branches conveniently located around the state. Click here to view our 165-year anniversary booklet to read more about our history. Merchants Bank and Merchants Trust Company employ approximately 300 full-time employees and 40 part-time employees statewide. We are proud to have earned several “Best Place to Work in Vermont” awards. For three consecutive years, American Banker ranked Merchants Bank a “Top 200” in America among 851 peers. The ABA Banking Journal listed Merchants Bank #18 among their “Top 25” midsize standouts. Merchants Bank stock is traded on the NASDAQ Global Select Market system under the symbol “MBVT.”
Diamond Lakes Federal CR UN is a Malvern, AR-based company in the Financial Services sector.
Bedford Loan is one of the leading companies in the Financial Services sector.