Company Tagline
Your life. Your legacy. Our mission.
Industry Category
Business Keywords
Company Description
Confluence Financial Partners is dedicated to building enduring relationships through a dynamic, client-centric approach, ensuring your long-term success remains the central focus. Confluence Financial Partners offers a comprehensive suite of financial services designed to strategically position you for financial achievement. With extensive experience across various facets of wealth management, the team at Confluence Financial Partners is dedicated to providing insightful guidance and robust support throughout your personal and business life stages.
Located at 732 E. McMurray Road, McMurray, PA 15317, US (Primary address), and with additional offices at One PPG Place, Suite 2420, Pittsburgh, PA 15222, US; 1605 Carmody Court, Suite 101, Sewickley, PA 15143, US; and 115 Erie St, Grove City, Pennsylvania 16127, US, Confluence Financial Partners specializes in tax planning, corporate cash management, business consulting, and retirement plans. Confluence Financial Partners excels in cash flow analysis, retirement planning, investment management, estate planning, philanthropic planning, and insurance planning. The firm also provides employee benefit reviews, social security analysis, education planning, and non-profit consulting.
Confluence Financial Partners is committed to delivering exceptional financial solutions tailored to meet your unique needs. We invite the management team at Confluence Financial Partners to enhance your presence on our platform by creating a customized and exclusive company showcase and product listing.
Key Personnel / Employees
Compare Companies Side by Side
Compare Confluence Financial Partners with 3 companies in Financial-Services
| Comparison Field |
Confluence Financial Part...Main Company |
Focus Partners Wealt...View Profile |
Apex Financial Advis...View Profile |
Epic Capital Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 2009 | |
|
Company Size
|
— | 1,001-5,000 | 2-10 | 2-10 |
|
City
|
McMurray, PA | Clayton, Missouri | Yardley, Pennsylvania | Charlotte, NC |
|
Country
|
United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
17 Total Skills
Financial Services
Wealth Management
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Consulting
Corporate Cash Management
Business Consulting
Business & Retirement Plans
Cash Flow Analysis
Philanthropic Planning
Insurance Planning
Employee Benefit Review
Social Security Analysis
Education Planning
Non-Profit Consulting
|
8 Total
1 Common
7 Unique
Match
6%
Common Skills:
Wealth Management
Unique Skills:
Business Management
Cash-Flow Planning
Corporate-Sponsored Financial Counseling
Family Office
Institutional
Life Enhancement Services
+1
|
6 Total
6 Unique
Unique Skills:
Commercial Real Estate
Financial Planning
Income Tax
Investments
Real Estate
Tax Advice
|
6 Total
6 Unique
Unique Skills:
Comprehensive Wealth Planning
Impact Investing
Responsible Investing
Retirement Income Planning
Risk Management
Sustainable Investing
|
4
Total Companies2009
Oldest Founded1
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
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