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“We are currently working with Jeremy Ellisor at Convergent Financial Group, and are very pleased with the way he has been managing our finances.
Jeremy is very knowledgeable in his role and advises/explains options available to us in terms that make us feel comfortable about making decisions with our money. He is encouraging and listens to any questions we have about the process that we have set up together.
We highly recommend Jeremy @ Convergent Financial Group!”
“I was helped by RJ to complete my 2024 RMD and QCD. He is an excellent listener and does what he says he will in short order. I am thankful to have a great employee with CFP working for me.Ray Mixon, Sullivans ISland”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Great first meeting with Tyler. Helped me understand what I need to do with my finances and the smart way to handle them. Learned about different account and made sure I understood what happened with my money when they entered them. Felt very welcomed.”