Melissa Pirosko
Wealth Manager at Confluence Financial Partners
Based in Venetia, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Venetia
Industry
Financial Services
Company size
64
Contact information
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m•••••••@confluencefp.com
Phone
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Background
About Melissa Pirosko
As a wealth manager at Confluence Financial Partners, it is my job to partner with families and businesses to help maximize their lives and legacies. We are passionate about helping people reach their goals and realize their dreams and will spend time to create and implement strategies to do that. When you partner with me you are also partnering with our amazing team at Confluence to include our investment advisory team, our planning department, our 401K department and you will have access to all the resources Confluence has to offer. I will strive to truly understand your needs and goals, your risk tolerance and investment experience and to find the best strategy to meet your needs. My goal is to build meaningful, long-lasting relationships with individuals, families and companies in our community. Life gets busy and most people don’t have the time to effectively manage their financial life in addition to everything else that is going on. If you have put off looking at your investments, doing your estate planning, rolling over your 401K, purchasing that rental property or making all your investments work better, it may be a great time to reach out to a wealth manager. I would love the opportunity to talk with you and see if we can help. Licenses Currently Held – Series 65 and Insurance Licenses Want to connect? Book a time here: https://calendly.com/melissa-pirosko/15-minute-call Cell Phone: 724-413-7480 Office Line: 724-271-8801 Email: melissa.pirosko@confluencefp.com Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
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