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 Murrieta, 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 services does Confluence Wealth Management Group offer?
Confluence Wealth Management Group offers financial planning services including retirement and estate planning, investment management, tax planning, cash flow management, insurance, small business planning, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
They are located at 41690 Ivy Street D6, Murrieta, CA 92562, USA.
How can I contact Confluence Wealth Management Group?
You can contact them by phone at +1 949-951-4912 or by email at steven.d.curtis@ampf.com.
Does Confluence Wealth Management Group offer online or onsite appointments?
Yes, they offer both online appointments and onsite services.
How can I learn more about the advisors at Confluence Wealth Management Group?
More information is available on FINRA's BrokerCheck website via the link they provide, which ensures transparency and compliance.
Where can I visit before or after meeting with Confluence Wealth Management Group for financial planning assistance?
You can visit nearby real estate agents such as Benjamin Burruel or Premiere Capital Mortgage, which might help with property investments related to your financial plans.
Are there any legal service providers near Confluence Wealth Management Group if I need legal advice related to financial matters?
Yes, nearby legal services include Reyes and Settles, Law Offices of Patricia A. Duncan, Leming Family Law, and Tran Law Offices, providing support for various legal and family law issues.
Can I combine my visit to Confluence Wealth Management Group with other professional services in the area?
Yes, nearby professionals include CFO on the go (accounting services) and Academy for Transformational Success offering community and professional services, which could complement your financial planning needs.
Does Confluence Wealth Management Group have a social media presence for updates and information?
Yes, they have social media presence on Facebook at https://www.facebook.com/confluencewealthmanagementgroup and Instagram under the handle 'ameriprise'.
How can I schedule an appointment with Confluence Wealth Management Group?
You can schedule an appointment through their website at https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact.