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“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”
“I wish it was a full service bank like the ones up north, still hoping eventually they will be here also, but PNC has done an amazing job of living up to their motto. I never have to worry about my $ being safe with PNC. They always give me excellent financial advice.”
Investing
Investing
Investing
“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!”