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 Mission Viejo, 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?
Confluence Wealth Management Group offers services including retirement planning, estate planning, investments, cash flow management, tax planning, insurance, and wealth preservation strategies.
Where is Confluence Wealth Management Group located?
It is located at 26060 Acero, Ste 109, Mission Viejo, CA 92691, 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 appointments?
Yes, they offer online appointments as well as onsite services.
Can I book a consultation with Confluence Wealth Management Group online?
Yes, you can make an appointment via their reservation website at https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact.
What types of financial planning categories does Confluence Wealth Management Group specialize in?
They specialize in financial planning, investment services, small business retirement plans, charitable giving, and tax planning strategies, among others.
Are there other financial advisory services near Confluence Wealth Management Group?
Yes, nearby financial advisory services include Jeffrey Halbreich - Ameriprise Financial Services, Steven D Curtis, Downie Financial Group, and Amerisave.
What legal services can I find near Confluence Wealth Management Group?
Nearby legal services include Luis Aguirre California Lemon Law Attorney, Shorebreak Family & Fertility Law, Salis Law, Karina Gutierrez Firm, Garrett S. Gregor, Attorney at Law, and Smisko Law Firm.
What medical and health-related services are near Confluence Wealth Management Group?
Nearby health services include Comfort Keepers (home health care), Fresenius Kidney Care (dialysis clinic), Turquoise Dental (dentist and orthodontist), and Lensiora Intraoral Cameras (dentist).
How can nearby places enhance my visit to Confluence Wealth Management Group?
After your financial consultation, you can visit nearby places such as the HypoGal/ Real Deal Exchange Corp. visitor center for travel info, or 21FITDAY gym for fitness, making it convenient to manage your wellbeing alongside financial planning.
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Certified August 16, 2026Yext Knowledge Graph
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