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Prospective clients will meet in-person with Jeremy Ellisor to share what they are looking for. Jeremy shares a demo of CFG solutions.

Meeting time: approx. 1 hour

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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

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Existing clients will meet in-person with Jeremy Ellisor.

 

Meeting time: approx. 1 hour

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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

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

We are glad to welcome you for in-person meetings at the office if you are comfortable coming in. Simply indicate whether you would like Jeremy to wear a mask when you schedule your appointment and he will be prepared accordingly. If you are not ready for an in-person meeting, you can select a phone call or video call as you schedule below.

If you have any questions or concerns, please call us at (843) 972-4402.

CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

INFO

3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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