{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
8:30AM - 5PM
962 Houston Northcutt Blvd Ste 100, Mt Pleasant
Investing
“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 had a fraud emergency on my account and needed to set up a new account and card in order to access my funds (mind you this person stole over $1k from my account). After tirelessly calling the nearest PNC branches near me, I decided to call here and see what would happen. I forget the gentleman’s name, but he truly saved my day. Such a kind person over the phone and in person. I know he was going through some things of his own, but he deserves a shoutout due to his exceptional service on 7/8/2025 - ensuring I had my new account, access to my funds and online banking almost immediately. Thank you so very much!”
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!”