Recent Posts

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.…
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Redefining Your Retirement

Today's retirees are choosing from a variety of retirement styles. What's yours? http://www.raymondjames.com/pointofview/redefining-your-retirement Let us know if this…
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Inside – Washington County

Neil Rongaus, Wealth Manager for Confluence Financial Partners of Southpointe, grew up in Donora, PA where he attended…
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