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Confluence Wealth Management LLC

1211 SW FIFTH AVE, STE 1200, PORTLAND, OR

503-221-7595

503-972-4197

Other Info

Confluence Wealth Management LLC, legally known as CONFLUENCE WEALTH MANAGEMENT LLC, is an Oregon Limited Liability Company that currently employs 17 individuals. Out of those, seven employees are in advisory roles serving their 123 clients. The firm's SEC status is currently marked as Approved, with a registration date of November 23, 1999.

Confluence Wealth Management

Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…

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Portland, Oregon Financial Advisors | Buckingham Strategic Wealth

Portland, Oregon Financial Advisors | Buckingham Strategic Wealth

We have been serving as trusted advisors to clients in the area since 2011 and pride ourselves on our proactive and comprehensive approach to wealth…

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