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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.
Founded in 1985, Terrabank, N.A. is a federally insured national banking institution created to provide financial services to South Florida`s business community and selected International markets. Terrabank takes pride in maintaining a highly professional, motivated and well-trained staff that is sensitive to the needs of the customer and renders courteous and professional service.
BAN is a Paducah, KY-based company in the Financial Services sector.
Mercantile Bankshares Corporation (Bankshares) is a regional multi-bank holding company with 11 banks (the Banks) and a mortgage banking company. Eight banks are headquartered in Maryland, two are in Virginia and one is in Delaware.
Key Bank is one of the leading companies in the Financial Services sector.