A former Wells Fargo team have joined Confluence Financial Partners, an independent firm affiliated with Raymond James. "While we liked the idea of being independent, we were not that interested in running our own practice," Tabaka said in a statement. The two firms are working together to help clients manage their finances and avoid the pitfalls of investing in high-risk assets.
A former Wells Fargo team have joined Confluence Financial Partners, an independent firm affiliated with Raymond James. The two firms are working together to help clients manage their finances and avoid the pitfalls of investing in high-risk assets.