Confluence Wealth Management - Alton, Illinois

Confluence Wealth Management, located at 111 E 4th St Suite 222, Alton, IL 62002, is a reputable financial planning firm that has earned a stellar reputation in the industry. With a phone number of 83920700, and a user-friendly website at myconfluencewealth.com, the company offers comprehensive financial planning services to cater to the unique needs of each client.

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Confluence Wealth Management has garnered a impeccable 5/5 average rating from its 35 reviews on Google My Business, a testament to the exceptional service provided by their knowledgeable and experienced team.

Located in Alton, Illinois, Confluence Wealth Management offers clients the convenience of wheelchair accessible parking, entrance, and restrooms, ensuring that all individuals have the opportunity to receive top-notch financial planning services. Appointments are recommended, allowing clients to receive personalized attention and tailored solutions.

👍 Reviews of Confluence Wealth Management

Chelsea B.

5/5

Our family has been working with Robert Diaz at Confluence Wealth Management for several years now, and I can’t recommend him highly enough. He is incredibly knowledgeable and experienced, always taking the time to understand our financial goals and provide personalized advice. Robert has a way of explaining complex concepts in a clear and approachable manner, which makes the entire wealth management process much less intimidating. His professionalism and attention to detail inspire confidence, and we feel assured that our financial future is in great hands. If you’re looking for a trustworthy advisor who genuinely cares about his clients, Robert is the one to see!

Patricia P.

5/5

Confluence Wealth Management is a trustworthy place to do business. Robert, Jack and Jenny have been there every step of the way in helping us with our portfolio. Their expert knowledge has helped us in our decision making.

Jessica T.

5/5

Highly recommend Robert Diaz. He takes the time to listen and then explains the options. We put together a plan that targets my preferred risk/growth strategy and then iterate on that plan as variables change. We discuss the pros and cons and then balance those pros and cons with my risk tolerance. In addition to being very knowledgeable, he is also very personable.

Tammy E.

5/5

Robert, Jack and Jeni provided exceptional service, helping us pay off our home and demonstrating meticulous attention to detail. They're not just skilled and attentive but also share a fun camaraderie over our mutual support for the Fighting Illini.

Mike K.

5/5

My wife and I are approaching the end of our first year of retirement, all thanks to working with the wonderful team at Confluence Wealth. It's very reassuring to know we have a team of professionals helping us manage our way through retirement and estate planning.

Lauren C.

5/5

Robert was so helpful in giving me get a better understanding of my investments! He went above and beyond in answering my questions and took the time to advise me so that I'm on the right track. I would recommend Confluence to anyone looking and also would say this is a great place to start if you're new to personal finance.

Rachelle W.

5/5

I met Jack a few years ago when I was thinking about retirement and not a clue on how to handle my upcoming financial needs. I felt that he was the kind of person who I could trust with my financial future. After a little research and talking with friends who were their clients, I reached out to them. Both Jack and Robert have years of experience but are young enough to think outside the box and have implemented positive changes for me. They take the time to get to know you so they can personalize your plan and will have regular check-ins with you. I also appreciate that they do not pressure you to accept anything they propose, and will make whatever alterations to your plan that you are most comfortable with. Everyone there is professional, easy to talk to, and always willing to help with whatever question you have. I highly recommend Confluence Wealth Management.

Kevin M.

5/5

Robert has been our advisor for about 10 years and has done an excellent job with our investments and being proactive with calls keeping in touch and handling transactions. He has a great manner and truly cares about not only the financial condition of clients but personally as well without being invasive. He is trustworthy! Jen is also great to work with on anything needed. She is friendly and business-like and conscientious.
Haven't worked with Jack much but every time we have he has been excellent too!
I would advise anyone I know to use these guys.