Katie Montagazzi

Grateful to call these people our friends! Thank you Confluence Financial Partners for building an awesome team. Merry Christmas!

Thank you, Veterans!

A unique interview with legendary Pittsburgh radio DJ, Jonny Hartwell!

Time is one of our most valuable resources - make sure you're spending it appropriately.

Maximizing your life and legacy looks different for everyone. If we can be of help with this conversation, please reach out.

Step inside the Confluence organization and listen to this nugget of wisdom from Greg Weimer.

A really insightful episode about health insurance - whether it's purchasing private insurance before Medicare or deciding which Medicare plan is right for you. Tune in!

Very proud to be a part of such an awesome and growing team of folks Confluence Financial Partners! Thank you to everyone that made this possible, especially our clients. Great days ahead!

What is your why

Fortunate to call these people not only my colleagues, but also my friends!

Your money motivations affect more than just your portfolio...it likely affects your relationships, too. Click the post below to read more about identifying your motivations. . . . https://www.raymondjames.com///04/whats-your-money-mindset