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Convergent Financial Group
- Other
- Mount Pleasant, SC
About this business
Specialties We are a fee-only fiduciary financial planner and investment advisor. With trusted strategies, we guide you through future planning, investing, retirement, RSU's, and inheritances. 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. Many smart, successful people stay so busy with other things that they simply haven't had the time to prepare for the future... read more
Location details
3850 Bessemer Rd, Ste 210, Mount Pleasant, SC, 29466, United States
Get directions| Weekday | 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 |
Jeremy is great. We really appreciate his guidance and attention to detail. He's been a great resource for helping us get more organized with our finances and does a wonderful job of explaining complex investment concepts in a way that everyone can understand.
Jeremy is great! He helped us tremendously. He dedicated real time, energy, and thoughtfulness into his evaluation of our finances and his recommendations for finance / wealth management with both long- and short-term goals. He is great at what he does and it’s obvious he has his clients’ best interest at heart. Would recommend him to anyone looking for a financial advisor/wealth manager.
I am thrilled to have discovered Convergent Financial. Matt Erickson is great! He has taken the time and effort to understand my overall personal situation and goals to design a customized financial plan for me. Not just churning my account or pushing proprietary commission based funds on me like previous financial advisors. He has created a vision for my financial future. Matt has special expertise and insight into the markets and a unique strategy for investing. His focus is on growth balanced with wealth preservation a... read more
I have to share how pleased I have been with the level of service I have received since working with Matt Erickson at Convergent Financial. No other financial planner has taken the amount of time to help me truly understand the “art” of investing and the importance of compound interest. My trust in financial planners had been destroyed through so many failures in my past. Matt took the time to listen to my story and helped me to establish goals for my future so that he could put together the investment strategy to achieve th... read more
My husband and I were looking for some financial guidance and we were referred to Jeremy Ellison, owner of Convergent Financial Group. We needed help in understanding if we were making healthy long term financial decisions. Jeremy listened to our goals, helped us identify what we were doing right and what needed some adjustment. He does an excellent job in walking the line of teaching and listening- so you can grow your knowledge in the financial space as well. I highly recommend his services, especially for anyone who is lo... read more
Frequently asked questions about Convergent Financial Group
How is Convergent Financial Group rated?
Convergent Financial Group has a 5 star rating with 29 reviews.
When is Convergent Financial Group open?
Convergent Financial Group is closed now. It will open on Monday at 8:00 a.m.
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