Raymond James Financial Services

Informations générales

Confluence Financial Partners is a different kind of financial partnership. We believe, first and foremost, in honest, candid and straightforward communication. Trust and understanding are at the core of everything we do and the commitment we make.

Our Commitment To You:

It starts with listening
Asking the right questions
Engaging 75 years of collective experience
Leveraging the global reach & resources of Raymond James Financial
Our team has over 75 years of customized financial guidance and investment experience and more than half a billion dollars under management, our process is time tested. We focus on comprehensive investment and estate investment planning, wealth management and retirement-plan services. Our clients include affluent individuals and families, as well as successful business owners, professionals and institutions.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Important Disclosure Information: http://raymondjames.com/smicd.htm
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Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory services offered through Raymond James Financial Services, Inc.