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Current company Confluence Wealth Management
Financial Services · 5 employees · Founded 2022 · Alton, Illinois, United States
We are a full service financial planning firm focused on retirement planning and wealth management. We are based out of Alton, IL but have clients in several states across the country. We help clients avoid the distractions and focus on the intersection of things that matter and things we can control. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Confluence Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm