Emails

• mark.p.tolan@ampf.com

Additional Links

• website https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact
• reservation https://www.ameripriseadvisors.com/team/confluence-wealth-management-group/contact
• https://www.facebook.com/confl...
• http://twitter.com/ameriprise

Hours of Operation

• M-F 9am-5pm
• Sa-Su Closed

Specialties

• Retirement Planning Strategies
• Estate Planning Strategies
• Investments
• Cash Flow Management Strategies
• Small Business
• Retirement Income Strategies
• Saving for Education
• Investment Management
• Retirement Plan Distribution
• Insurance
• Charitable Giving
• Business Retirement Plans
• Tax Planning Strategies
• Wealth Preservation Strategies

About Confluence Wealth Management Group - Ameriprise Financial Services, LLC

At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Garden Grove, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Business Brokers, Financial Planners, Investment Advisory Service, Investments