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 Garden Grove, 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 offer?
They offer services including retirement planning, estate planning, investments, cash flow management, tax planning, insurance, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
They are located at 12842 Valley View St, Ste 104, Garden Grove, CA 92845, USA.
What are the business hours of Confluence Wealth Management Group?
They are open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
Can I book an online appointment with Confluence Wealth Management Group?
Yes, they offer online appointments which can be booked through their contact website.
How can I contact Confluence Wealth Management Group?
You can contact them by phone at +1 714-248-9050 or email Cherie.Jones@ampf.com.
Do they have a social media presence?
Yes, they have a Facebook page at facebook.com/confluencewealthmanagementgroup and an Instagram handle 'ameriprise'.
What nearby insurance agencies are close to Confluence Wealth Management Group?
Nearby insurance agencies include Farmers Insurance - Robert Gordillo, Robert Gordillo - Farmers Insurance, Feltman Family Insurance: Allstate Insurance, and John Fulwiler - State Farm Agent, which could provide complementary insurance services to financial planning clients.
Are there legal services near Confluence Wealth Management Group?
Yes, nearby legal service providers include Venganza Law, Law Office of Wais Azami, Sierra Infonet Services, and So Cal Workers Comp Center, which clients might find useful for estate or business legal matters.
What health and wellness facilities are near Confluence Wealth Management Group?
Nearby wellness options include Loretta Shaw Body Core Studios (gym and yoga), Sport Recovery (physical therapy), Spirit Centered Reiki (holistic spa), and Homewatch CareGivers (home health care), beneficial for clients' overall well-being.
How can I learn more about the credentials of Confluence Wealth Management Group?
More information is available at FINRA’s BrokerCheck website which verifies financial advisor credentials and disciplinary history.
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