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Navigating the Healthcare Landscape | Episode 16

Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews health insurance sales manager […]

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Confluence Commentary

5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They […]

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