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CEO, Greg Weimer of Confluence Financial Partners
- 2024/10/09
- 再生時間： 25 分
- ポッドキャスト
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サマリー
あらすじ・解説
Confluence Financial Partners is a Pittsburgh based wealth management firm focused on helping maximize lives and legacies. Confluence was founded to create a new standard in the financial services industry for clients and associates alike. From its founding, the mission has expanded to help people maximize their lives and legacies through financial planning, investment management, and a commitment to service.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Confluence Financial Partners has been named as one of the Best Places to Work by the Pittsburgh Business Times 2019-2024. The nomination was based on voluntary annual employee surveys conducted by Quantum Workplace. Pittsburgh Business Times requires a submission fee for consideration. No compensation has been paid for any of our rankings or ratings. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Confluence Financial Partners has been named as one of the Best Places to Work by the Pittsburgh Business Times 2019-2024. The nomination was based on voluntary annual employee surveys conducted by Quantum Workplace. Pittsburgh Business Times requires a submission fee for consideration. No compensation has been paid for any of our rankings or ratings. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.