530 W Bonita Ave, San Dimas, California, 91773
(909) 394-0409
More info available at FINRA's BrokerCheck website
Finance & Insurance > Financial Planning & Investments
At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Dimas, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Monday:
8:00am
to 4:30pm
Tuesday:
8:00am
to 4:30pm
Wednesday:
8:00am
to 4:30pm
Thursday:
8:00am
to 4:30pm
Friday:
8:00am
to 3:00pm
Twitter: @ameriprise
Facebook: https://www.facebook.com/confluencewealthmanagementgroup
Instagram: https://www.instagram.com/ameriprise
Languages: English
Specialties: Retirement Planning Strategies, Estate Planning Strategies, Investments, Cash Flow Management Strategies, Small Business, Retirement Income Strategies, Saving for Education, Investment Management, Retirement Plan Distribution, Insurance, Charitable Giving, Business Retirement Plans, Tax Planning Strategies, Wealth Preservation Strategies
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