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 Irvine, 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.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Confluence Wealth Management Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Confluence Wealth Management Group - Ameriprise Financial Services, LLC
What services does Confluence Wealth Management Group offer?
They provide financial planning and advisory services including retirement planning, estate planning, investment management, tax planning, insurance, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
The office is located at 2 Venture, Suite 160, Irvine, CA 92618, USA.
What are the business hours of Confluence Wealth Management Group?
They are open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. They are closed on weekends.
Does Confluence Wealth Management Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I contact Confluence Wealth Management Group?
You can call them at +1 909-394-0409 or email Judy.N.Kim@ampf.com.
Can I schedule a meeting with Confluence Wealth Management Group online?
Yes, you can make a reservation through their contact page at https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact.
What nearby financial services can I find near Confluence Wealth Management Group?
Nearby financial services include Family Wealth Leadership, DOAAR: Bookkeeping, Tax & Consulting, WMBC, TRC Financial, and Wilshire Finance Partners.
Are there any nearby places to consider for mental health or retirement home services?
Yes, TheKey Orange County nearby offers home health care, counseling and mental health services, as well as retirement home options.
What nearby professional and business services are located near Confluence Wealth Management Group?
Nearby professional services include Activate 180 (career counseling and marketing), XCentium, Marquee Staffing, McDermott + Bull, and The VisionLink Advisory Group.
What nearby services can assist with real estate or property management near Confluence Wealth Management Group?
Corinthian Title Company and Aperto Property Management provide real estate, escrow, insurance, and property management services nearby.