Convergence Financial

www.convergence-financial.com

Our 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.

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Our 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.

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Country

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State

Missouri

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City (Headquarters)

Columbia

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Employees

1-10

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Founded

2016

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Social

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Potential Decision Makers

  • Executive Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • President - Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • President and Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor / President of Convergence Financial

    Email ****** @****.com
    Phone (***) ****-****

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