Kurt Kimmich - Raymond James
Confluence Financial Partners, headquartered in Pittsburgh, PA, is dedicated to setting a new standard in the financial services industry through genuine relationships and exceptional service. With a commitment to maximizing the lives and legacies of individuals, families, businesses, and non-profit organizations, they offer comprehensive financial planning, wealth management, investment management, and retirement planning services across five offices in Pennsylvania and Florida.
The firm's team of Wealth Managers and Certified Financial Planners strives to provide clarity and confidence in navigating important financial decisions. Confluence Financial Partners emphasizes personalized strategies and quality service, ensuring clients are well-equipped to achieve their financial goals.
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