Edward Jones - Financial Advisor: Dan Valle

Confluence Investment Management LLC is a financial services firm based in Saint Louis, MO. Specializing in investment management, the company offers a range of services to help clients navigate the complexities of the financial markets. With a focus on providing tailored investment solutions, Confluence Investment Management LLC aims to assist individuals and institutions in achieving their financial goals. Through strategic planning and expertise in the industry, the firm strives to deliver personalized and effective investment strategies. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.