linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Joseph Weimer

Confluence Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Joseph Weimer

Gregory Joseph Weimer is a financial advisor with Confluence Financial Partners in McMurray, Pennsylvania. Gregory is a Certified Financial Planner™ professional and has been in the financial services industry since 2019. Gregory has a background in accounting and finance and is committed to providing his clients with personalized financial advice and guidance. Confluence Financial Partners is a financial advisory firm that provides a wide range of financial services to individuals, families, and businesses. The firm specializes in financial planning, investment management, and retirement planning.

Firm Information

Gregory Weimer is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Weimer’s Registration & Firm History

PA

10/29/2021 - Present

Confluence Financial Partners (MCMURRAY PA)

PA

06/07/2019 - 07/07/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)

Not sure if Gregory Joseph Weimer is right for you?

Licenses & Designations

BOTH

Issued 07/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Joseph Weimer.
Not sure if Gregory Joseph Weimer is right for you?