Date: November 1, 2018
Time: 12:15 pm
To join the conference call, dial (844) 844-0065 and use access code 778880.
Recent Posts
Jan 29, 2019
Correcting Your Course
You’ve got options if your best-laid retirement income plans veer off track. https://www.raymondjames.com/pointofview/correcting-your-course Let us know if this…Read More
Nov 21, 2018
Check This List – Twice – Before Year-End
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.…Read More
Mar 07, 2019
Welcome Nathan R. Garcia
We are pleased to announce the hiring of Nathan R. Garcia. He will serve as Wealth Manager working out of our Pittsburgh location. Nathan comes to us from PNC Investments with 18 years of experience in the financial services industry. Click here to find out more information about Nathan. https://www.confluencefp.com/team/nathan-r-garcia/ [gravityform id="1" title="true" description="true"]Read More