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For Businesses

Welcome to a new standard of excellence for both employer and employee.

Retirement plan solutions for growing businesses

Yes, we have more than 125 years of collective experience. Yes, we have the resources of one of the nation's leading financial services companies. But what really defines us is the way we treat our clients. Every question gets a thorough, well-researched answer. Every phone call gets a timely response. Your needs come first. Imagine that.

Confluence Financial Partners employees retirement assets are invested right alongside client assets through various portfolios. In other words, we practice what we preach with regards to where and how we invest your future.

Benefit from our expertise and personalized approach.

Complimentary Second Opinion

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.

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