World Finance - Jacksonville (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.

hiren patel Cooperative staff....

Darrick Borum Gordon is very knowledgeable, professional and reliable. He will listen to you and make sure your needs are taken care of. Highly recommend, give Gordon a call!

J-nessa L Tammy and the Diamond Divas were an amazing team to work with. Purchasing my first home was a dream come true that I never thought would happen. Their team helped every step of the way and it was seamless. Highly recommend them!

Tina Elmore Becky is an amazing loan officer. Who doesn’t hesitate to help and answer any and all questions. She made the whole process a breeze. Definitely would recommend her. She goes above and beyond for her customers.

April Stewart Very friendly staff n are glad to help you out

Lacey Sowers Pat and Rachel did an excellent job providing me insurance quotes as well as making sure I understood what everything meant. They went above and beyond to make sure I knew exactly what coverage I needed and how much I needed. They took their time and explained everything I needed to know. Definitely glad I switched to their office!