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The World`s Greatest Bank It`s a promise to do better than anyone expects of us today, then do it even better tomorrow. It`s a belief in doing good, not just doing well. It`s treating every customer as if you`ve known them your entire life. It`s connecting people to their community, connecting neighbors to neighbors, and local, independent businesses to local customers and resources. It`s constantly surprising the world with what a bank can be and how a bank can actually be a part of a customer`s life. It`s equal parts checking account and knitting club, commercial loan and local music source, IRA and Internet café. It`s understanding our customer`s financial needs and at the same time realizing that there`s more to life than money. Member FDIC. Equal Housing Lender.
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.
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