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Convergent Financial Group
- Other
- Mount Pleasant, SC
About this business
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 |
My wife and I have been working with Jeremy for the past 3 months on our retirement and investment planning, and I'm already seeing significant results. From the beginning, he's been incredibly clear in explaining strategies and answering any questions we had. I really appreciate his responsiveness and the level of professionalism he brings to every interaction. Even in a short time, his guidance has made a noticeable difference in our financial outlook. Highly recommend Jeremy if you're looking for someone who delivers resu... read more
We are currently working with Jeremy Ellisor at Convergent Financial Group, and are very pleased with the way he has been managing our finances. Jeremy is very knowledgeable in his role and advises/explains options available to us in terms that make us feel comfortable about making decisions with our money. He is encouraging and listens to any questions we have about the process that we have set up together. We highly recommend Jeremy @ Convergent Financial Group!
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 at Convergent has made the entire process very transparent and he very nicely explained each step in layman’s terms. Our fears were eased and our investment/retirement strategy put on track. We highly recommend Convergent!
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.
Frequently asked questions about Convergent Financial Group
How is Convergent Financial Group rated?
Convergent Financial Group has a 5 star rating with 33 reviews.
When is Convergent Financial Group open?
Convergent Financial Group is closed now. It will open tomorrow at 8:00 a.m.
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