Convergence Financial
www.convergence-financial.comOur Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service. The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.
Read moreOur Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service. The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.
Read moreCountry
State
Missouri
City (Headquarters)
Columbia
Employees
1-10
Founded
2016
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Executive Vice President
Email ****** @****.comPhone (***) ****-****President - Wealth Advisor
Email ****** @****.comPhone (***) ****-****President and Financial Advisor
Email ****** @****.comPhone (***) ****-****Financial Advisor / President of Convergence Financial
Email ****** @****.comPhone (***) ****-****
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Columbia, United States
Financial Services