Confluence Wealth Management - Alton (IL)

5 /5 Rich Read: My wife and I moved all our money to Robert and his team at Confluence Wealth Management a couple years or so prior to our retirement. Their high level of professionalism, coupled with their wholistic approach to money management is second to none. Robert and his team gave me the confidence to pull the trigger on retirement earlier than originally planned, and they’ve kept us on track post-retirement. The investment tools they have available, as well as their frequent communications with us, truly help us work as a team to ensure we remain well funded and able to fully enjoy a long retirement. I watch my money very closely and I undoubtedly trust that Robert and his team will continue to do everything they can to ensure our financial well-being. I would highly recommend Confluence Wealth Management to anyone wanting to maintain and grow their investment portfolio, as well as receive structured guidance to ensure a solid financial future.

5 /5 Chelsea B: 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!

5 /5 Mike Kuebrich: 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. Its very reassuring to know we have a team of professionals helping us manage our way through retirement and estate planning.

5 /5 Patricia Palazzolo: 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.

5 /5 Lori Newman: Highly recommend Confluence Wealth Management! Robert is trustworthy, educated and experienced. Jenny is always helpful and very friendly. Im confident this is the right place for our financial planning!