关于我们
Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service. The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.
- 网站
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https://www.convergence-financial.com
Convergence Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Columbia，Missouri
- 类型
- 自有
- 创立
- 2016
地点
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主要
获取路线
3919 S Providence Rd
US，Missouri，Columbia，65203
Convergence Financial员工
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John Stansfield, CFA
Director, CFA Partner Program at University of Missouri
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Jay Watz, CIMA
Director Business Development | Financial Recruiter
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Michael Richards, APMA?, CDFA?
Financial Advisor at Convergence Financial
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Marc Neighbor
Convergence Financial- Serving Individuals | Families | Businesses