Confluence Financial Partners Email Formats

Financial Services • McMurray, Pennsylvania, United States • 51-100 Employees

Confluence Financial Partners Email Formats

Confluence Financial Partners uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@confluencefp.com), used 81.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@confluencefp.com	81.6%
{first initial}{first initial}.{last name}	jj.doe@confluencefp.com	5.3%
{first initial}	j@confluencefp.com	5.3%
{first name}.{last name}	john.doe@confluencefp.com	5.3%
{first name}{last name}	johndoe@confluencefp.com	2.6%

Key Contacts at Confluence Financial Partners

Greg Weimer

Chief Executive Officer

David Graver

Director Of Retirement Plan Services

Marissa Dinello

Director Of Marketing

Charles Zuzak

Director Of Wealth Planning

Company overview

Headquarters	732 E. McMurray Road, McMurray, PA 15317, US
Phone number	+18004979990
Website	confluencefp.com
NAICS	52
SIC	628
Keywords	Tax Planning, Insurance Planning, Education Planning, Retirement Planning, Business Consulting, Estate Planning, Non-Profit Consulting, Investment Management, Cash Flow Analysis, Philanthropic Planning, Social Security Analysis, Corporate Cash Management, Employee Benefit Review, Business And Retirement Plans
Employees	51-100
Socials

About Confluence Financial Partners

At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do. We offer a comprehensive suite of services to help position you for financial success. Backed by years of experience across many dimensions of wealth management, our team is committed to guiding you through the stages of life and business with strategic insight and support. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Confluence Financial Partners has 38 employees across 6 departments.

Departments

Number of employees

Funding Data

Confluence Financial Partners has never raised funding before.

Confluence Financial Partners Tech Stack

Discover the technologies and tools that power Confluence Financial Partners's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

PWA

Miscellaneous

Cloudflare

CDN

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

Confluence Financial Partners is located in McMurray, Pennsylvania, US.

You can reach Confluence Financial Partners at +18004979990.

Confluence Financial Partners has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.