Confluence Financial Partners

Financial Services - Pittsburgh, PA, US

Confluence Financial Partners Employees

Katie Montagazzi

Director of Marketing and Communication, Wealth Manager

Contact Katie Montagazzi

Randall Holcombe

Director of Wealth Planning

Contact Randall Holcombe

Chuck Ziants

Wealth Manager

Contact Chuck Ziants

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Confluence Financial Partners Senior Management

Gregory Weimer

Chief Operating Officer

Contact Gregory Weimer

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Confluence Financial Partners Details

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.

Website: confluencefp.com

Employees: 50 - 99

HQ: 412-391-0377

Location: Pittsburgh, PA, US

Revenue: 5 - 10 Million

Investment Management Retirement Planning Estate & Charitable Planning Estate & Charitable Planning Estate & Charitable Planning

Confluence Financial Partners Technologies

Widgets

Facebook Widget

Content Delivery Networks

Amazon CloudFront

Load Balancers

Amazon Elastic Load Balancer

Other

MailChimp SPF

Hosting

Amazon AWS

Email Delivery

Amazon SES

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