Confluence Wealth Management Group
A private wealth advisory practice of Ameriprise Financial Services, LLC. Phone number:(909) 394-0409 Headquarters: 530 W Bonita Avenue San Dimas, CA 91773 Hours: Monday to Thursday: 8:00 am - 5:00 pm Friday: 8:00 am - 3:00 pm Saturday & Sunday: Closed Areas of Focus- 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 Please visit for important rules and disclosures about how you and I can interact on social media.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Confluence Wealth Management Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
No verified contacts on record for this company yet.
Top roles at Confluence Wealth Management Group
3 distinct titles indexed · top 3 shown.
- 1financial planning specialist
- 1marketing specialist
- 1paraplanner
Sign up to unlock all 4 contacts at Confluence Wealth Management Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Confluence Wealth Management Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.