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Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. 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.
Community & Southern Bank is a Carrollton, GA-based company in the Financial Services sector.
Fairfield County Bank Insurance Services is a Ridgefield, CT-based company in the Financial Services sector.
First National Bank of Midland is a Midland, TX-based company in the Financial Services sector.
Bryn Mawr Bank Corporation (NASDAQ: BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (BMT) was founded in 1889; and is headquartered in Bryn Mawr, Pa. BMT is a locally managed, premier financial services company providing retail and commercial banking; trust administration and wealth management; and insurance and risk management solutions. Bryn Mawr Bank Corporation has $4.3 billion in corporate assets and $13.2 billion in wealth assets under management, administration, supervision, and brokerage (as of 3/31/18). Today, the company operates 43 banking locations, six (6) wealth management offices and three (3) insurance and risk management locations in the following counties: Montgomery, Chester, Delaware, Philadelphia and Dauphin Counties in Pennsylvania; New Castle County in Delaware; and Mercer and Camden County in New Jersey.