CTOs on the Move

Confluence Financial Partners

www.confluencefp.com

 
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 ...
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

Providian Bank

Providian Bank is a Saint Louis, MO-based company in the Financial Services sector.

Nashville Bank

Nashville Bank is a Nashville, TN-based company in the Financial Services sector.

Savings Bank of Mendocino County

Savings Bank of Mendocino County is one of the leading companies in the Financial Services sector.

United Commercial Bank

United Commercial Bank is a San Francisco, CA-based company in the Financial Services sector.

First United Bank

Here at First United Bank, the seeds of our business were planted more than a century ago in the rich soil of North Dakota farms. The work ethic we established back then is just as strong today, and while technology, the economy and most everything else is a lot different since First United Bank opened its doors, the service you get from our people is unchanged. When you bank with us you can expect friendly faces, positive attitudes, professional advice and the latest financial services. To build relationships that last, we`re committed to putting you first.