2 Best Gold IRA Investment Companies Near Me in Alton, IL – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Edward Jones – Financial Advisor: Art Fahrner, CFP®
ADDRESS: 2305 State St, Alton, IL 62002, United States
NUMBER: +1 618-995-8394
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Knowledgeable, personable and willing to go the extra step to ensure client satisfaction. – Walter Ozark
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Confluence Wealth Management
ADDRESS: 111 E 4th St Suite 222, Alton, IL 62002, United States
NUMBER: +1 618-392-0700
DESCRIPTION FROM BUSINESS: Confluence Wealth Management is a locally owned financial planning and wealth management firm affiliated with Raymond James Financial Services.
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Robert Diaz has been our financial advisor for 15 years & he continues to always impress us. I don’t know of anyone as hardworking or as committed to their profession. He has assembled a great team at Confluence Wealth Management & we have tremendous confidence in their planning & services. I have & continue to recommend them to friends & family in search of financial services. Everyone of those who have retained Confluence Wealth Management has thanked me! – Kevin Datillo
REVIEW #2 – Working with Robert Diaz and the entire Confluence team has been a truly positive experience. They set clear expectations, respond promptly whenever questions arise, and have delivered results that keep us on track with our long-term financial plan. Tammy and I genuinely appreciate their professionalism and the peace of mind they bring to us as we near retirement. We have and will continue to recommend their services to others. – James Emery
REVIEW #3 – As I begin my retirement, it has been my good fortune to be introduced to Robert and his team at Confluence Wealth Management. My wife and I have been with Confluence Wealth Management for a year now, and we both believe we chose the right financial advisor. Robert’s years of experience, his attention to detail, his desire to serve his client, and what feels like a genuine paternal presence to oversee our best financial interest, have assured my wife and I that we made the best choice for a financial advisor, and we would not hesitate to recommend Robert and his team. – jl kennedy
REVIEW #4 – My husband and I started with Robert Diaz 13 years ago. I was retiring and had a small IRA that i needed help with. It didn’t take long for us to move all of our accounts to Confluence. Honestly, I wish we had made the move sooner. The entire team is top notch and have helped so many of our family members. Robert, Jack , Jennifer and Jesse have our complete trust. – Kathy Abner
REVIEW #5 – 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! – Chelsea B
REVIEW #6 – Robert, Jack and Jesse are great to work with. They were professional, responsive, and took the time to understand my goals. I’d highly recommend them to anyone looking for trusted financial guidance. – Taylor Emerick
REVIEW #7 – 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. – Rich Read
REVIEW #8 – Robert, Jack, Jesse and Jen are an excellent team to handle your financial planning. We have been with Robert for several years, prior to his going on his own and are very pleased.
They are all professional, very knowledgeable and truly cares for their clients. I highly recommend CWM. – Sheree Fuchs
REVIEW #9 – Robert has been our advisor for about 10 years and has done an excellent job with our investments and being proactive with calls keeping in touch and handling transactions. He has a great manner and truly cares about not only the financial condition of clients but personally as well without being invasive. He is trustworthy! Jen is also great to work with on anything needed. She is friendly and business-like and conscientious.
Haven’t worked with Jack much but every time we have he has been excellent too!
I would advise anyone I know to use these guys. – Kevin McKean
REVIEW #10 – 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. – Patricia Palazzolo
REVIEW #11 – We are very happy with Confluence Wealth Management. Both Robert and Jack are very easy to talk to and explain things very well. We are very comfortable with both of them. Jennifer also does a great job, always returning our phone calls and helps whenever we need anything. They all go above and beyond to make sure our needs are taken care of. We highly recommend them! – Jackie Harris
REVIEW #12 – I met Jack a few years ago when I was thinking about retirement and not a clue on how to handle my upcoming financial needs. I felt that he was the kind of person who I could trust with my financial future. After a little research and talking with friends who were their clients, I reached out to them. Both Jack and Robert have years of experience but are young enough to think outside the box and have implemented positive changes for me. They take the time to get to know you so they can personalize your plan and will have regular check-ins with you. I also appreciate that they do not pressure you to accept anything they propose, and will make whatever alterations to your plan that you are most comfortable with. Everyone there is professional, easy to talk to, and always willing to help with whatever question you have. I highly recommend Confluence Wealth Management. – Rachelle Wohler
REVIEW #13 – Confluence Wealth and Robert Diaz are the best! Enjoying early retirement because of their guidance and support – Thomas Skelton
REVIEW #14 – If you are looking for a company to manage your portfolio I suggest you call Confluence Wealth Management! We started out with Robert and Jennifer years ago and couldn’t be happier. They brought in a great addition with Jack as he fits right in. They are very knowledgeable, which is why we are their clients. I have several family members and lots of friends who also use them. I do not worry at all about our future because we are in good hands and I trust them all. They are quick to make sure we are comfortable with how things are going and if we have any questions. I can’t imagine going anywhere else! – Cindy Slaughter
REVIEW #15 – I have had the pleasure of engaging with Confluence Wealth Management for our family’s financial planning and the experience has been nothing short of exemplary. The professional acumen and personalized attention we have received are unparalleled. Robert and Jack have been monumental in guiding us through the labyrinth of financial planning. They’ve taken the time to understand our family’s unique financial situation and tailored strategies that align perfectly with our long-term goals. The peace of mind knowing that our financial future is in capable hands is priceless. The team at Confluence Wealth Management have truly exceeded our expectations, and we look forward to a long and prosperous relationship. – Greg Jackson
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