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Specialties Retirement, Financial planning, Investment, Estate planning and insurance and annuities. Meet the Business Owner Travis C. Business Owner Travis is a graduate of the University of Missouri where he obtained his bachelor's degree in Finance in 2006. Prior to graduation, he joined a regional Broker Dealer. Over the course of 10 years, he held numerous management roles with the firm. In 2016, Travis chose to start Convergence Financial and partner with LPL Financial. His decision to pursue this change was driven by ... read more
200 E Southampton Dr, Ste 102, Columbia, MO, 65203, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Great company, incredible people!
Great company, incredible people!
This firm lacks integrity and transparency. While they pose themselves as good working individuals dedicated to the betterment of their consumer, the back room dealings paint another picture. There is a great deal of greed and wrong doing that occurs.
Convergence Financial has a 4 star rating with 8 reviews.
Convergence Financial is open now. It will close at 5:00 p.m.
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