Edward Jones - Financial Advisor: David M Stokes, AAMS® - Bloomington (IL)

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.

Jorge Mendez Been going to them for over 3 years. They do an amazing job! Very professional. Everyone that works there is very polite and helpful Highly recommend them!!

karen moore I was able to get my taxes done quickly and efficiently. Very friendly and I look forward to next year.

Kaveeka Stell SO helpful! They have always taken care of me. From a 16yr old needing car insurance, to an adult shopping for home insurance. Jennifer has always made sure I have the best coverage for my money. She makes it comfortable to ask questions and explains everything I dont understand. Everyone there makes it such as easy process.

Shawn Thomas Eric Been taking care of for over 15 plus years. By far the place in Quincy IL....