SB

Stephanie Bogden

Chief Operating Officer

Confluence Financial Partners

Coraopolis, Pennsylvania


Contact Information

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Company Information

Company
Confluence Financial Partners
Industry
financial services
Employees
62.0
Seniority
C suite
Annual Revenue
60000000.0

Technologies

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Keywords

retirement planning estate planning social security analysis tax planning investment management employee benefit review insurance planning cash flow analysis business consulting nonprofit consulting philanthropic planning education planning business & retirement plans corporate cash management wealth management financial planning investment advisory comprehensive financial solutions wealth planning business financial services personal finance financial advisors philanthropy planning 401(k) plans retirement plans retirement readiness portfolio management wealth accumulation risk assessment asset allocation financial consultations employer-sponsored retirement plans legacy planning financial literacy client consultations investment strategies financial optimization wealth coaching financial education long-term investments active management financial goals retirement savings financial health retirement education client-centered approach investment trends financial advisor careers financial insights market analysis investment performance wealth strategies retirement lifestyle financial advisory services employee benefits dedicated client support financial management law practice legal services financial services b2b management consulting

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