Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.
If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.
Let's talk. We imagine you'll be able to see the difference right away.
In all disciplines, peak performance requires preparation, focus and good health. This episode’s guest, David Patchen, Senior Vice President at Raymond James, has experience helping professionals grow personally and professionally by coaching teams and many top advisors to achieve record results. Join host and Partner of Confluence Financial Partners, Greg Weimer, as they discuss how […]
