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Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a 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. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Danvers Bancorp, Inc. d/b/a Danversbank is a Danvers, MA-based company in the Financial Services sector.
Bankeast is a Knoxville, TN-based company in the Financial Services sector.
Citizens National Bank is a large, multi-office community bank providing asset management and trust and investment advisory services to families of substantial wealth throughout East Texas. Our staff and professionals include a CPA, Certified
Soltow Business Supplies is a Grove, OK-based company in the Financial Services sector.