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.
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Confluence Wealth Management Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Confluence Wealth Management Group - Ameriprise Financial Services, LLC
What types of financial planning services does Confluence Wealth Management Group offer?
Confluence Wealth Management Group offers services including retirement planning, estate planning, investments, cash flow management, small business support, tax planning, insurance, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
They are located at 4 Venture, Ste 300, Irvine, CA 92618, United States.
Can I book an appointment online with Confluence Wealth Management Group?
Yes, they offer online appointments which can be booked through their contact page on the Ameriprise Advisors website.
Does Confluence Wealth Management Group provide onsite services?
Yes, they provide onsite financial advisory services at their Irvine location.
How can I contact Confluence Wealth Management Group?
You can contact them by phone at +1 909-394-0409 or email jim.warren@ampf.com.
Are there any nearby financial service providers close to Confluence Wealth Management Group?
Yes, nearby financial service providers include Pacific Venture Group, Mark A Lammers - Ameriprise Financial Services, Kai Yuan Hu - Ameriprise Financial Services, Mandy M Woo - Private Wealth Advisor, Michael Russo - Ameriprise Financial Services, and Irvine Spectrum Financial Group.
What legal services are available near Confluence Wealth Management Group?
Nearby legal services include the Law Offices of Brett R. Wishart, The Law Office of Cameron M. Fernandez, Andrade & Associates, and Elizabeth Nigro and Associates, which specialize in areas like family law and employment law.
Are there any professional photography services near Confluence Wealth Management Group?
Yes, Frank Salas Photography and Bizphotographer offer professional and event photography services nearby.
What other types of businesses are located near Confluence Wealth Management Group?
Nearby businesses include 1105 Media for shopping and printing services, True North Heating & Air for HVAC and plumbing, and A Tiempo Payroll for accounting services.
How can the nearby financial service providers help me in conjunction with Confluence Wealth Management Group?
The nearby financial service providers offer additional options for investment and financial planning support, allowing you to compare services or receive complementary advice alongside Confluence Wealth Management Group's offerings.