Kurt Kimmich - Raymond James 100 First Avenue, Pittsburgh, PA 15222

At Kurt Kimmich - Raymond James, located in the heart of Pittsburgh, PA, we are dedicated to helping individuals and businesses plan for a brighter financial future. As a part of Confluence Financial Partners, our mission is to focus on what matters most to you, whether it’s defining your unique financial, life, and legacy goals or crafting a comprehensive plan designed to achieve them.

We specialize in working with business owners and entrepreneurs to build customized employer-sponsored retirement plans, empowering employees to take control of their retirement. Our firm was founded with the vision of setting a new standard in the financial services industry, both for our clients and our associates. This commitment has led us to become one of the fastest-growing organizations in our region, serving over 2,600 families across 40 states.

Our services include thoughtful financial planning, intelligent investing, and exceptional customer service. We strive to maximize our clients' lives and legacies through continual improvement and dedication.

For timely answers from a financial advisor, you can fill out our online form or give us a call. We are here to provide the guidance you need.

Stay Informed:

- Month in Review: Explore the latest equity market rotations and updates.

- Estate Taxes: Discover strategies to manage estate taxes in our latest podcast episode.

Regulatory Information:

Confluence Wealth Services, Inc., operating as Confluence Financial Partners, is an SEC-registered investment adviser. Registration does not imply any specific level of skill or training. For detailed information on our investment services and associated risks, please refer to our Form ADV Part 2A and Form CRS. Additional information is available on the Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov.

Disclaimer:

The content provided is for general information purposes only and should not be taken as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk, and clients may experience a profit or loss.

Visit us at Kurt Kimmich - Raymond James to start planning for your future today.