We are a fee-only fiduciary financial planner and investment advisor. We guide you through the planning process, investing, debt, college tuition, home purchases, RSU's... anything that affects you financially. We know that life is hectic and the typical person's financial life is somewhat scattered and disorganized despite the best intentions. We want to help you bring those scattered pieces together to move you towards your goals. There are many smart, successful people who have been so busy with so many other things that they simply haven't had the time to prepare for the future. And the reality is that without someone helping you, it's unlikely to get done at all. We'd love to help you; give us a call or schedule via our website today. www.convergentfg.com/schedule
Company Details
- Employees
- 3
- Founded
- -
- Address
- 3850 Bessemer Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.convergentfg.com
- Keywords
- Financial Advisor, Fiduciary, Fee-Only, Low-Fee Investments, Investment Advisor, Invesment Management, Independent Fiduciary, Financial Planner.
- HQ
- Mount Pleasant, South Carolina
Convergent Financial Group Questions
Convergent Financial Group's website is https://www.convergentfg.com
Convergent Financial Group's LinkedIn profile is https://www.linkedin.com/company/convergentfg
Convergent Financial Group has
3 employees.
View email and phone details for 3
employees at Convergent Financial Group.
Convergent Financial Group's industry is
Financial Services
Convergent Financial Group's top competitors are
Anderson Wealth Management Llc,
Runey & Associates Wealth Management,
Hines Wealth Management, Llc,
Charleston Investment Advisors, Llc,
Outrigger Financial,
Coastal Wealth Advisors,
Money Moods®,
Holy City Wealth Management,
Oak Capital Advisors, Llc,
Client First Advisors Llc.
Convergent Financial Group's categories are Financial Services
Convergent Financial Group's founding year is 2017
