Edward Jones-Financial Advisor: Cindy Bollinger

Is an experienced full-service accounting and tax preparation, boutique style firm. We serve small to medium sized businesses and individuals who want to have the best in tax preparation, strategies, and ways to build wealth.

As a boutique firm, we understand the nuances of running a business & managing a family. There are unique challenges that business owners face, that others do not. We can empathize with you in that respect and have developed strategies to increase net worth & create wealth using your business. Every member of our team is a business owner themselves & committed to helping you enhance yours.

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 San Dimas, 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.