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.
Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give you an update on the current market and share insights on how to navigate these times.
We would be happy to conduct a no-cost, no-obligation review of your current financial portfolio or investment plan, to determine if it's in-line with your long term goals.
