Confluence Financial Partners – Walk for UPMC Children’s Hospital of Pittsburgh

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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 have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…
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Jul 29, 2020

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Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good…
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Jul 09, 2020

New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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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Recent Posts

Confluence Commentary

Confluence Commentary

New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

Complimentary Second Opinion