Bringing together all the points of your financial life to move you in the right direction

General Info

We are a non-traditional financial firm. With a streamlined process, we offer a modern take on what it means to be a financial advisor to today's busy professional. We bring together all the scattered pieces of your financial life and expertly coordinate them so that every piece moves you in the right direction... towards your goals. When we implement and monitor your investments, you get back to doing what you do, knowing your investments are as successful as you are. So say goodbye to the old stuffed shirt. Say hello to the refreshing and convenient partner who really gets you and your life.

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Categories

Financial Planning Consultants, Financial Planners, Investment Management

Services/Products

Financial PlanningLow-Fee InvestmentsInvestment ManangementFee-Only Fiduciary Financial AdvisorValue Investments

Other Link

https://www.convergentfg.com