Convergent Financial Partners
Bank Credit Union
Why pick this one
Convergent Financial Partners offers personalized wealth management strategies for families and business owners in the Southeast.
Best for
- financial planning for families
- retirement readiness consultations
- succession planning for business owners
Look elsewhere if
- seeking budget financial advice
- only needing basic banking services
Specialties
- wealth management
- financial planning
- retirement planning
- succession planning
- estate and legacy planning
Certifications
- Cetera Advisor Networks LLC
What makes them different
- independent financial guidance for families and advisors
- people-first culture
- dedicated to business owners
- regional firm with a national reach
- personalized leadership for financial professionals
- Serves
- Georgia, Alabama, Florida, the Carolinas, Maryland
Distilled from this business's own website.
Contact & Location
- Address
- 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277
- Phone
- 7046216142
- Website
- https://www.convergentfp.com/
- Scott.absher@ConvergentFP.Com
Services
- financial guidance
- investment strategies
- business planning