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We help banks grow by providing them with stunningly simple software that automates Customer Onboarding Communications, Email/Print/SMS Marketing, Cross Selling, Customer Surveys, and Reporting, all connected to your core banking system.
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.
Preferred Bank (the Bank) is an independent commercial bank in California focusing on the Chinese-American market. The Bank provides personalized deposit services, as well as real estate finance, commercial loans and trade finance to small and mid-sized
Central Bancorp is one of the leading companies in the Financial Services sector.
Payette River Community CR UN is a Emmett, ID-based company in the Financial Services sector.