Certified by Confluence Wealth Management Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Bonsall, 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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Certified by Confluence Wealth Management Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Confluence Wealth Management Group - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Confluence Wealth Management Group - Ameriprise Financial Services, LLC
What services does Confluence Wealth Management Group provide?
They offer financial planning services including retirement planning, estate planning, investment management, tax planning, insurance, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
They are located at 5256 S Mission Rd, Suite 301, Bonsall, CA 92003, USA.
What are the business hours for Confluence Wealth Management Group?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Can I book an appointment online with Confluence Wealth Management Group?
Yes, online appointments are available via their website contact page.
How can I contact Confluence Wealth Management Group?
You can reach them by phone at +1 760-330-9477 or via email at Russ.Jacobs@ampf.com.
Does Confluence Wealth Management Group offer onsite services?
Yes, they offer onsite financial advisory services.
Which nearby restaurant could I visit before or after an appointment?
Rio Rico Mexican Restaurant is close by where you can enjoy a meal before or after your visit.
Are there any gyms nearby to Confluence Wealth Management Group for clients interested in fitness?
Yes, Fit By Design gym is located nearby for clients looking to maintain their fitness routines.
What other financial services are near Confluence Wealth Management Group?
Edward Jones - Financial Advisor: Kent S Borsch and Russ Jacobs - Ameriprise Financial Services, LLC are financial service providers nearby.
Can clients visit a nearby legal service firm around Confluence Wealth Management Group?
Yes, Coulombe Law Firm and Asset Protection by Law Office of Robert J. Mintz are nearby legal service providers clients might consider.
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