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Convergent Financial Group

Convergent Financial Group Email Formats

Financial ServicesFlag of USMount Pleasant, South Carolina, United States1-10 Employees

Convergent Financial Group Email Formats

Convergent Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@convergentfg.com), used 75% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@convergentfg.com
75%
{first initial}{last name}
jdoe@convergentfg.com
25%

Key Contact at Convergent Financial Group

Flag of US

Kristy Ellisor

Marketing Director

Company overview

Headquarters3850 Bessemer Rd, Suite 210, Mount Pleasant, South Carolina 29466, US
Phone number+18439724402
Website
NAICS52
SIC628
Keywords
Financial Advisor, Financial Planner, Fiduciary, Fee-Only, Invesment Management, Investment Advisor, Independent Fiduciary, Low-Fee Investments
Founded2017
Employees1-10
Socials

About Convergent Financial Group

We are a fee-only fiduciary financial planner and investment advisor. We guide you through the planning process, investing, debt, college tuition, home purchases, RSU's... anything that affects you financially. We know that life is hectic and the typical person's financial life is somewhat scattered and disorganized despite the best intentions. We want to help you bring those scattered pieces together to move you towards your goals. There are many smart, successful people who have been so busy with so many other things that they simply haven't had the time to prepare for the future. And the reality is that without someone helping you, it's unlikely to get done at all. We'd love to help you; give us a call or schedule via our website today. www.convergentfg.com/schedule

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Convergent Financial Group has never raised funding before.

Convergent Financial Group Tech Stack

Discover the technologies and tools that power Convergent Financial Group's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

GoDaddy

GoDaddy

Hosting

Wix

Wix

Blogs

Apple iCloud Mail

Apple iCloud Mail

Webmail

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Cloud CDN

Google Cloud CDN

CDN

Frequently asked questions

Convergent Financial Group is located in Mount Pleasant, South Carolina, US.
You can reach Convergent Financial Group at +18439724402.
Convergent Financial Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Convergent Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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