Reviews of Convergent Financial Group (Financial Consultant)

Jennifer Beck

Working with Jeremy is like sitting down with an old friend. He is thoughtful, patient, and takes great care in making sure that both my husband and I understand and are comfortable with his proposals and actions for our financial portfolio. I am excited to continue working with Jeremy and look forward to watching our accounts grow in ways they never would have before.

Leila Cornwall

My husband and I have been working with Jeremy since the turn of the year. We were desperate to have a better financial plan and have more to say for our money. I specifically wanted someone that wouldn't try to sell me on their particular product (ie Life Insurance). Fast forward four months and we feel 100% better now that we have a solid roadmap for success. We are making a lot of progress and we now have tremendous peace of mind knowing that he truly has our best interest at heart...

Bobby Rodgers

Jeremy and Kristy are fantastic! Jeremy has helped us get our finances in order providing the tools to see the big picture, wisdom and perspective to help us plan and achieve our financial goals. Thank you Convergent! The Rodgers Family

Julie Power

Jeremy is fabulous! Not only is he a very effective financial planner and consultant, but he is kind, thorough and agreat communicator. My mom and grandmother also are clients of Jeremy!

Guy Gordon

When deciding on beginning a business relationship with anyone, there are a few "must haves" for me to give someone my money. I must trust them. They have to have strong follow up skills and quick response times. They have to be masters at there particular area of expertise. Jeremy and his team has all of these. I have worked with Jeremy over the past 9 years and during this time, he has never compromised his integrity nor not followed up or through on any request. Oh yeah, and he has made me money with his financial advise. I would highly recommend Jeremy and his team the second you decide to start planning for you and your families future. He will not let you down.

K Lewis

Jeremy at Convergent does a fabulous job relating to our unique needs, helping us sort through our priorities and ultimately makes the investing process a positive experience. The software and technology at Convergent is state of the art and very impressive. I highly recommend using Convergent!

Denise Santorsola

Jeremy has been an excellent advisor and moves at the speed that I’m comfortable with. He has been organizing all of my financial business and makes sure that I understand what he is doing. I would highly recommend Jeremy for any of your financial planning business.

Don Vroblesky

Jeremy has been a great help to us financially. He is very helpful and patient, which is good for me. He explains things clearly. I am grateful for his financial wisdom.

Jake Dearstyne

Jeremy was extremely helpful in getting my wife and I set up with a plan for the future. He explained every step along the way, and we have been staying the course for several years with great results. If you're unsure of what "planning for the future" means, and where to even begin, give Jeremy a call. He's extremely knowledgable and trustworthy, and we have always felt we are in very good hands with him.

Chad Moore

Jeremy and the Convergent Financial Group helped me develop a holistic financial plan that gave me financial peace. Their advanced technology provides a dashboard of all financial numbers in real time. They are not only competent advisors but also caring people who love serving their clients.

Shawn Barney

Jeremy Ellisor has been a partner with us for 2 years now, as we nailed down an aggressive, yet balanced, savings and investment plan. We came up with a strategy to make up for lost time and work toward financial independence in the "golden years". I would recommend anyone with the same ambitions to sit down with Jeremy to discuss your current financial position and see if Convergent Financial Group would be a great partner for you as well.

Ray Snyder

Jeremy is incredible. He took complicated concepts and made it easy to understand. He helped us set up a budget in spite of our variable income and expenses. His investment advice is tailored specifically to our risk tolerance, and his long term planning for retirement is spot on. Our primary question is "What took us so long!?"