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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
“The team (Jamie, Tyler, and Linda) at Runey & Associates Wealth Management are top-tier! We highly recommend Runey & Associates for retirement planning (rollovers, income strategy, tax planning, etc.). Their expertise, clarity, and thoughtful guidance gave us real confidence in our long-term financial future. They took the time to understand our goals, explained every step of the process in a way that was easy to understand, and created a plan that truly fits our needs. What means the most to us is how they treat their clients - with care, integrity, and genuine personal attention. We feel supported, valued, and treated like family. Exceptional professionals.”