Confluence Wealth Management Group - Ameriprise Financial Services, LLC - San Dimas, California

Address: 530 W Bonita Ave, San Dimas, CA 91773, United States.
Phone: 9093940409.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Wheelchair-accessible seating, Toilets, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.3/5.

📌 Location of Confluence Wealth Management Group - Ameriprise Financial Services, LLC

☎️9093940409

⏰ Open Hours of Confluence Wealth Management Group - Ameriprise Financial Services, LLC

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–3 pm
Saturday: Closed
Sunday: Closed

Confluence Wealth Management Group - Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, United States, is a reputable financial planning and investment service provider. With a phone number of 9093940409, it is easy to get in touch with them for any financial inquiries.

Their website, ameripriseadvisors.com, provides comprehensive information about their services, team, and contact details. Confluence Wealth Management Group specializes in financial planning and investment services, making it an ideal choice for individuals and businesses looking to secure their financial future.

One of the key features of Confluence Wealth Management Group is its accessibility. The location has wheelchair-accessible parking, entrance, toilet, and seating, making it easy for everyone to access their services. Additionally, they offer online appointments and on-site services, providing flexibility and convenience to their clients.

Confluence Wealth Management Group has received 3 reviews on Google My Business, with an average rating of 3.3/5. This indicates that while some clients have had positive experiences, there is still room for improvement in their services.

👍 Reviews of Confluence Wealth Management Group - Ameriprise Financial Services, LLC

Confluence Wealth Management Group - Ameriprise Financial Services, LLC - San Dimas, California

Ken M.

1/5

One must wonder as to why there is not a single review posted here. Coensidence? Perhaps they are not worthy of one. Tolan, Tolan, and Tolan, is three generation of incompetency. Not a single advise offered, but instead, growing the FIRM off of the fees the clients pay. That is their Moto. Grow at any and all cost.

Expect absolutly zero expectations.

Jeff B.

5/5

I've been with Mike from Confluent Wealth Management for several years. He, and every other person at the office has been kind, informative, and very professional. Mike is an exceptional financial planner. I couldn't be more pleased with my decision.

ruokui zheng

4/5