Confluence Financial Partners

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1605 Carmody Ct Ste 101, Sewickley, Penn...

Phone Number

(724) 719-6600

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Confluence Financial Partners

Confluence Financial Partners, based in Pittsburgh, PA, specializes in wealth management for high-net-worth individuals and families. They offer a range of services including financial planning, investment management, and retirement strategies. The firm is dedicated to maximizing the lives and legacies of their clients through personalized financial solutions. With multiple offices across Pennsylvania and Florida, they aim to provide guidance and clarity in important financial decisions.Explore more
Confluence Financial Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Confluence Financial Partners Org Chart

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Chief Operating Officer

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Chief People Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confluence Financial Part...

<$5M
11-50
Private
<$5M
-
SB
Stephanie BogdenChief Operating Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$7.6M
11-50
Private
-
1962
$6.3M
11-50
Private
-
2004
LF
Linda FlynnVice President Long Term Care
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2013
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Confluence Financial Partners Tech Stack

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Frequently Asked Questions Regarding Confluence Financial Partners

What is Confluence Financial Partners's official website?
Confluence Financial Partners's official website is www.confluencefp.com
What is Confluence Financial Partners's Revenue?
Confluence Financial Partners's revenue is <$5 Million
What is Confluence Financial Partners's SIC code?
Confluence Financial Partners's SIC: 62,628
What is Confluence Financial Partners's NAICS code?
Confluence Financial Partners's NAICS: 52,523
How many employees does Confluence Financial Partners have?
Confluence Financial Partners has 11-50 employees
What industry does Confluence Financial Partners belong to?
Confluence Financial Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Confluence Financial Partners competition?
Confluence Financial Partners top competitors include: Sterling Total Wealth Solutions, Beacon Financial Partners, Reynolds Wealth Management, Strategic Financial Partners
What technology does Confluence Financial Partners use?
Some of the popular technologies that Confluence Financial Partners uses are: WordPress.org, PHP, Cloudflare CDN, Barracuda Networks
How do I contact Confluence Financial Partners?
Confluence Financial Partners contact info: Phone number: (724) 719-6600 Website: www.confluencefp.com
What does Confluence Financial Partners do?

Confluence Financial Partners, based in Pittsburgh, PA, specializes in wealth management for high-net-worth individuals and families. They offer a range of services including financial planning, investment management, and retirement strategies. The firm is dedicated to maximizing the lives and legacies of their clients through personalized financia... l solutions. With multiple offices across Pennsylvania and Florida, they aim to provide guidance and clarity in important financial decisions.Read More

What are Confluence Financial Partners social media links?
Confluence Financial Partners Linkedin page Confluence Financial Partners Twitter page Confluence Financial Partners Facebook page
Is Confluence Financial Partners a public company?
Confluence Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Confluence Financial Partners

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