CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States.

INFO

3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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© Copyright Convergent Financial Group 2017

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INTRODUCTION MEETING

Prospective clients meet with Jeremy Ellisor to share what they're looking for. Jeremy will share CFG solutions.

Meeting time: 1 - 1 1/2 hours

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INTRODUCTION

VIDEO CALL

Prospective clients share what they are looking for and Jeremy shares his screen to demo solutions via video conference.

Video call time: approx. 1 hour

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INTRODUCTION

PHONE CALL

Prospective clients talk with Jeremy Ellisor to share what they're looking for.

Phone call time: approx. 30 minutes

schedule a meeting calendly

CLIENT

MEETING

Existing clients meet with Jeremy Ellisor to review progress and discuss any situation changes.

Meeting time: 1 - 1 1/2 hours 

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CLIENT

VIDEO CALL

Existing clients meet with Jeremy Ellisor via video conference to discuss progress and any situation changes.

Video call time: approx. 1 hour

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schedule a phone call Convergent Financial Group

CLIENT

PHONE CALL

Existing clients talk with Jeremy Ellisor via phone.

Phone call time: approx. 30-45 minutes