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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.
We pride ourselves on being the lending partner that helps facilitate growth while always providing exceptional, dedicated service. Every business is different and our goal is place our clients in the the type of funding product that will allow for maximum growth potential. Products: - Small Business Loans - Business Lines of Credit - SBA 7A - Equipment Financing - Accounts Receivable Financing - Commercial Real Estate Loans - Construction and Ground Up Financing - Land Loans - USDA Loans - 100% Financing for RE Projects - Hospitality Financing - Cannabis
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