Confluence Wealth Management Group - Ameriprise Financial Services, LLCFinancial advisor in San Dimas, CA
Confluence Wealth Management Group - Ameriprise Financial Services, LLC is a financial advisor at 530 W Bonita Ave, San Dimas, CA 91773, ranked #31 of 144 wealth managers in San Dimas and rated 3.8 from 4 Google reviews. Open Monday to Friday.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
San Dimas, CAUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 530 W Bonita Ave, San Dimas, CA 91773Get directions |
|---|---|
| Phone | (909) 394-0409 |
| Website | ameripriseadvisors.com |
| Hours | Monday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 3 PM |
| Google rating | 3.8 from 4 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
- Wealth Managementbusiness name
- Investment Advisorsadditional Google category
Service area
Serves San Dimas and 11 towns within 25 miles: La Verne, Glendora, Citrus, Covina, Pomona, Diamond Bar, Azusa, Claremont, Walnut, West Covina and Montclair.
Opening hours
| Day | Hours |
|---|---|
| Monday | 8 AM – 4:30 PM |
| Tuesday | 8 AM – 4:30 PM |
| Wednesday | 8 AM – 4:30 PM |
| Thursday | 8 AM – 4:30 PM |
| Friday | 8 AM – 3 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
|---|---|---|---|---|---|---|
| Confluence Wealth Management Group - Ameriprise Financial Services, LLC (this business) | — | 62 | 3.8 (4) | No | No | |
| Wealth Crafters, Inc | #29 | 62 | 5.0 (8) | Yes | No | 13.3 mi |