Products and Services offered

At Confluence Wealth Management Group, 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.

Categories:
College Financial Planning Services,Financial Services,Investment advisory service

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