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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.
Northern California Title Co is a Red Bluff, CA-based company in the Financial Services sector.
At USE Credit Union we go above and beyond to provide extraordinary experiences. We care about your needs and every experience. Discover what makes us unique and how we can help make your dreams come true. Wherever life takes you, we`re here to help – with products, services and personalized attention you need at every turn. Our story began on April 20, 1936, when a small group of dedicated and passionate people formed USECU to serve the financial needs of San Diego`s Division of Highway employees. Today, we serve more than 60,000 members and partner with local businesses to help individuals meet their financial goals and build personal wealth, which in turn strengthens our community. We`re proud to be named one of San Diego`s Top Workplaces in 2018 and 2019.
Online Brokerage Services, Inc.(OBS), Member NASD
Cadence Bank, headquartered in Houston, Texas, is a leading regional banking company with $8.1 billion in assets. Through Cadence Bank, its operating subsidiary, Cadence operates a network of 80 branches in Alabama, Florida, Mississippi, Tennessee and Texas. By understanding what moves our customers and staying in lock step with them through all phases of their financial lives, Cadence Bank provides a unique and refreshing banking alternative to those who demand something dramatically better than what they’ve experienced in the past. Innovative new methods and products for both commercial and personal customers that add value to your lives. A hyper-focused customer service team that keeps the rhythm of our relationship running smoothly. Top-tier professionals on the front line that have a track record of success. And right in tune with you, a commitment to making the community in which we work and live a better place. At Cadence Bank, we’re out to win the banking revolution. To do that, we are intent on being the bank that gets it right. Every day. In every way. For every client. We will be the bank our customers are proud to call theirs. We will be the bank for which we are all proud to work. We will help each customer and each associate find their own cadence. Cadence Bank, N.A., based in Birmingham, Ala., Linscomb and Williams and Cadence Insurance Agency are wholly owned subsidiaries of Cadence Bancorp, LLC. Equal Opportunity Employer.