
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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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
Convergence financial operates in the Financial services industry.
Convergence financial's revenue is 11m - 100m
Convergence financial has 11 - 50 employees.
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