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

Confluence Wealth Management Group - Ameriprise Financial Services, LLC is a reputable financial planning firm located at 530 W Bonita Ave, San Dimas, CA 91773. Their phone number is 909-394-0409 and their website can be found at ameripriseadvisors.com.

This firm specializes in financial planning and investment services, offering personalized solutions to help their clients achieve their long-term financial goals. They offer a range of services, including portfolio management, retirement planning, estate planning, and tax planning. The company also provides online appointments and onsite services to accommodate their clients' needs.

Key features of their location include a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They also provide wheelchair accessible seating for those in need. It is recommended to make an appointment before visiting the office to ensure the best possible service.

As of now, Confluence Wealth Management Group has received 3 reviews on Google My Business, with an average rating of 3.3/5 stars. This indicates that while the company has some satisfied clients, there is room for improvement in their service quality.

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

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 Z.

4/5