The associates of Confluence Financial Partners chose to “Go Red” every Friday during February in support of the American Heart Association’s campaign bringing awareness of women’s heart health to the forefront.
Jul 29, 2021
Confluence Commentary5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…
Jul 29, 2020
Confluence CommentaryWhy dividends will continue to be an important part of your portfolio... Investing in stocks is a good…
Jul 09, 2020
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