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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.
Upper Peninsula State Bank is a Escanaba, MI-based company in the Financial Services sector.
Citizens Bancshares Inc is a Hudson, WI-based company in the Financial Services sector.
Bravera is a community bank based in Dickinson, North Dakota, with a history that dates back to the early 1900s. It has expanded through strategic acquisitions and now serves communities across North Dakota, Montana, and Minnesota, operating 28 to 31 branches and employing over 500 people. With assets of approximately $3.1 billion, Bravera offers a comprehensive range of financial services under Bravera Holdings Corp., which includes banking, wealth management, and insurance. The bank caters to a diverse customer base, including farmers, ranchers, small to medium-sized businesses, and retail customers. Bravera focuses on community involvement and aims to enhance the financial health of the regions it serves. Its banking operations are supported by advanced technology through a partnership with Jack Henry, which improves customer experience, particularly in digital banking. Bravera is dedicated to providing integrated financial solutions that meet the needs of its customers while fostering stability and growth in the communities it serves.
International Bank For Reconstruction is a Washington, DC-based company in the Financial Services sector.