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CONFIANCE - Wealth Management

 
 
 Wealth Management

CONFIANCE - Our Firm
Our Firm
CONFIANCE - YourLife Planning
Financial Planning
CONFIANCE - Community Involvement
Community Involvement
YOUR MONEY

 At CONFIANCE we focus on your money while you focus on YourLife™. With that said - you are in control of your money. 
  
 
Your assets are held at our chosen independent custodian, TD Ameritrade Institutional and are held in your name exclusively. Account activity reports and statements are sent to you directly and are provided to you to ensure regular contact and timely decision making.
 
For clients that choose, online access is available to view your accounts and account documents and statements can be delivered electronically. As part of our "planning inclusive" services, your account values are also integrated daily into your online financial plan.

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 Investment Philosophy >

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 Your Money

YourLife Planning 

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CONFIANCE, LLC, Financial & Investment Advisors > 2016 / All rights reserved
CONFIANCE, LLC Financial and Investment Advisors is a registered investment adviser with its principal place of business in the State of Ohio. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures for additional information.