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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.
Legal & General Group is one of the worlds largest insurance and investment management groups with $1.3 trillion in assets under management and it looks after the financial security of over 10 million customers worldwide. Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over one million annuitants annually, and amassing a global annuity portfolio of $88 billion. Building on our global success, we established Legal & General Retirement America (LGRA), our US Pension Risk Transfer platform in 2015. Our ability to offer a range of transaction structures, our expanding capabilities to price complex transactions, and our service delivery platform are some of the primary drivers of our early Pension Risk Transfer success in the US. Learn more: www.lgra.com
Advantage Community Bank is a Wausau, WI-based company in the Financial Services sector.
Since 1961, NDBT has been dedicated to serving our customers and communities by delivering authentic banking solutions for small businesses, entrepreneurs and goal-oriented individuals throughout North Texas. We offer a full range of modern lending services, deposit products and wealth management services that can be tailored to meet virtually any need. With a history of consistent profitability, stable ownership and commitment to our communities, NDBT is proud to be recognized as one of DFW`s largest and most respected independent banks. We understand that changes in technology, the economy and customer preferences will forever shape our industry. These factors will never alter our commitment to providing you with an exceptional experience delivered with Authentic Intelligence. Headquartered in Dallas on the corner of Preston Road and LBJ, NDBT has four additional banking centers located in Addison, Frisco, Las Colinas, and Plano. Member FDIC | Equal Housing Lender. North Dallas Bank and Trust Co is an equal opportunity employer that does not discriminate against sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.
Glen Burnie Bancorp operates as the bank holding company for The Bank of Glen Burnie that provides commercial and retail banking services to individuals, associations, partnerships, and corporations. It accepts various deposits, such as regular savings accounts, money market deposit accounts, demand deposit accounts, NOW checking accounts, IRA and SEP accounts, Christmas Club accounts, and certificates of deposit. The company offers various lending activities, including residential and commercial real estate loans, construction loans, land acquisition and development loans, commercial loans, and consumer installment loans comprising indirect automobile loans. It also offers various ancillary products and services, which include safe deposit boxes, money orders, night depositories, automated clearinghouse transactions, wire transfers, automated teller machines, telephone banking, and Internet banking services. It serves customers in northern Anne Arundel county and surrounding areas from its main office; branch in Glen Burnie, Maryland; and branch offices in Odenton, Riviera Beach, Crownsville, Severn, Linthicum, and Severna Park, Maryland. The company was founded in 1949 and is based in Glen Burnie, Maryland.