COVID-19 UPDATE

In effort to do our part to slow the spread of the Coronavirus, we will only be scheduling video meetings and phone calls until further notice. As always, we are still available, so please call us at

(843) 972-4402 if you have any questions or concerns.  

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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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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 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

Existing clients talk with Jeremy Ellisor via phone.

Phone call time: approx. 30-45 minutes

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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