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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.
Knisely Bank is a Butler, IN-based company in the Financial Services sector.
KBC Bank is a New York, NY-based company in the Financial Services sector.
First Security, Inc., a Kentucky corporation, is the holding company for First Security Bank, Inc., a Kentucky based banking corporation. The Bank is a full-service community financial institution serving the Owensboro, Lexington and Bowling Green, Kentucky and Evansville, Indiana areas.
Since 1941, Banc of California has provided full-service banking to businesses, entrepreneurs and homeowners throughout California. Today, with over $10 billion in assets and over 35 banking and lending locations, we are large enough to meet your banking needs yet small enough to serve you well. Banc of California`s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success. Banc of California is committed to building the top full-service bank serving California`s diverse businesses, entrepreneurs, and homeowners with innovative banking products and exceptional service that simplifies financial lives and benefits the communities where our clients live and work. Our simple and fair approach to full-service banking is designed to eliminate the complexity of everyday banking and save you time so that you can focus on what`s important to you–growing your business, looking after family and employees, and planning for the future. That`s the Banc of California advantage, and our commitment to you.