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.
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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 is Confluence Wealth Management Group and where is it located?
Confluence Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, USA.
What financial services and specialties does Confluence Wealth Management Group offer?
They offer a wide range of financial planning and management services including retirement planning, estate planning, investments, cash flow management, small business advisory, insurance, tax planning, and wealth preservation strategies.
What are the business hours of Confluence Wealth Management Group?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Confluence Wealth Management Group?
You can contact them by phone at +1 909-394-0409 or by email at mark.p.tolan@ampf.com.
Does Confluence Wealth Management Group offer online appointments?
Yes, they offer online appointments as well as onsite services at their location.
Where can I find more information about the professional background of Confluence Wealth Management Group?
More information is available at FINRA's BrokerCheck website linked from their featured message.
Can I make an appointment or contact Confluence Wealth Management Group online?
Yes, appointments can be made through their contact page at https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact.
What are some financial service providers near Confluence Wealth Management Group that I might also consider?
Nearby financial service providers include Kevin P Tolan - Ameriprise Financial Services, LLC, Ryan Tolan - Ameriprise Financial Services, LLC, Mike Linzay - Financial Advisor, and Duvan Chiang - Ameriprise Financial Services.
What nearby dining options can I explore before or after visiting Confluence Wealth Management Group?
You can enjoy nearby sushi options such as Sushiya and Big Sky Sushi, both offering authentic Japanese cuisine close to the office.
Are there any hotels near Confluence Wealth Management Group for out-of-town clients?
Yes, BEST WESTERN San Dimas Hotel & Suites is a nearby hotel that clients can consider for accommodation.