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.
If everyone kept their New Year’s resolutions, we’d all be in great shape. Unfortunately, our goals for the new year are often forgotten by February. Meet Eric Zalewski, fitness expert and personal trainer at St. Clair Country Club, who has a few tips to help you stay on track with your goals, not just for […]
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.
