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inheritance

401k rollover

tax complexities

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career transition

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equity compensation

retirement

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tbd

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Convergent Financial Group is an independent, fiduciary investment advisor based in Mt Pleasant, SC. We provide wealth management with integrated financial planning for individuals and families with substantial assets, serving clients locally and throughout the United States. We are grateful to have been top rated and voted among the best financial advisors for many years. 

CONVERGENT FINANCIAL GROUP

Fee-Only. Independent. Fiduciary.

3850 Bessemer Rd
Mt Pleasant, SC 29466
(843) 972-4402

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