Company

Convergent Financial Group

Financial Services 3850 Bessemer Rd 3 employees

Employees: 3
Contacts: 2
Emails: 2
Phones: 1

www.convergentfg.com LinkedIn

Convergent Financial Group Overview

Headquarters: 3850 Bessemer Rd
Website: www.convergentfg.com
Industry: Financial Services
Employees: 3
Founded: 2017
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Advisor Fiduciary Fee-Only Low-Fee Investments Investment Advisor Invesment Management Independent Fiduciary Financial Planner

About Convergent Financial Group

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

Convergent Financial Group Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Convergent Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kristy Ellisor	Marketing Director at Convergent Financial Group	Mount Pleasant, South Carolina, United States	View
Jeremy A. Ellisor, Sr.	Owner and Lead Advisor at Convergent Financial Group	Mount Pleasant, South Carolina, United States	Email Phone
Matthew Erickson	Investment Advisor	Mount Pleasant, South Carolina, United States	Email