Location.com logo
Brand Certified

Confluence Wealth Management Group - Ameriprise Financial Services, LLC

Business Details

530 W Bonita Ave, San Dimas, CA
91773, United States
(909) 394-0409
https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/

About

Financial PlanningInvestment ServiceFinancial Consultant
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.

Details

  • Online appointmentsAvailable
  • Onsite servicesAvailable

Location

Confluence Wealth Management Group - Ameriprise Financial Services, LLC
530 W Bonita Ave, San Dimas, CA
91773, United States

Hours

Monday8:00 AM - 4:30 PM
Tuesday8:00 AM - 4:30 PM
Wednesday8:00 AM - 4:30 PM
Thursday8:00 AM - 4:30 PM
Friday8:00 AM - 3:00 PM
SaturdayClosed
SundayClosed

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.

Brand Certified Facts from Confluence Wealth Management Group - Ameriprise Financial Services, LLC

This information is certified by Confluence Wealth Management Group - Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
  • Address
  • Categories
  • Geo coordinates
  • Legal business name
  • Hours of operation
  • Phone number
  • Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including:
+100
Others