Confluence Financial Partners
732 East McMurray Road, McMurray, PA 15317
Location & Phone number
732 E McMurray Rd, McMurray, PA 15317, United States
About the Business
Confluence Financial Partners, located at 732 East McMurray Road in McMurray, Pennsylvania, is a wealth management firm dedicated to helping clients plan for a brighter future. With a focus on building long-lasting relationships, the team at Confluence Financial Partners works closely with clients to define their financial, life, and legacy goals, creating comprehensive plans to achieve them.
Specializing in customized employer-sponsored retirement plans for business owners and entrepreneurs, Confluence Financial Partners strives to empower employees to take control of their retirement. Founded with the goal of setting a new standard in the financial services industry, the firm has quickly grown to serve over 2,400 families in 40 states.
Committed to maximizing the lives and legacies of their clients through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service, Confluence Financial Partners is here to help. As an SEC-registered investment adviser, they provide personalized guidance and support to help clients navigate the complexities of investing and financial planning.
For more information about Confluence Financial Partners and their services, visit their website or contact them directly to speak with a financial advisor. Please note that investing involves risk, and clients may experience both profits and losses.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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