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Convergent Financial Partners
15720 Brixham Hill Avenue Suite 300 Charlotte, North Carolina, 28277Last time updated: 3/3/25, 2:17 PM
About
Convergent Financial Partners is a financial planning firm located in Charlotte, NC. The firm provides a wide range of financial services, including financial planning, investment management, wealth management, retirement planning, insurance & risk management, and estate & legacy planning. Convergent Financial Partners has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm offers a personalized approach to financial planning and takes the time to understand each client's individual needs and circumstances. Convergent Financial Partners is committed to providing clients with the highest level of service and is dedicated to helping them make informed financial decisions.
Frequently Asked Questions
Which days is Convergent Financial Partners open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
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