Convergence Wealth Partners, LLC - Redding, California

Convergence Wealth Partners, LLC, is a reputable financial services provider located at Address: 5800 Airport Rd, Redding, CA 96002. The company can be reached at Phone: 5302409494 or through their website Website: convergencewp.com. Convergence Wealth Partners, LLC, specializes in providing financial planning, financial advisory, financial consulting, and investment services.

This company has a physical location that is Wheelchair accessible with an entrance, parking lot, and restroom that accommodates individuals with disabilities. Appointments are required, and it is recommended to schedule in advance. The location offers Free parking lot and On-site parking for clients.

Convergence Wealth Partners, LLC, has received positive reviews from clients, with a Average opinion: 4.9/5 from 17 reviews on Google My Business. This high rating indicates that clients have had positive experiences with the company's services.

As a financial services provider, Convergence Wealth Partners, LLC, offers a range of services to help individuals and businesses manage their finances effectively. Their team of experienced financial advisors and consultants can provide personalized advice and strategies to help clients achieve their financial goals.

The company's website provides valuable information about their services, team, and approach to financial planning. Clients can learn about the company's investment philosophy, fee structure, and the types of clients they work with. The website also includes resources such as blog posts, articles, and financial calculators to help clients make informed decisions about their finances.

For individuals or businesses seeking a trusted and experienced financial services provider, Convergence Wealth Partners, LLC, is an excellent choice. Their location in Redding, CA, is convenient and accessible, and their team of experts can provide personalized advice and strategies to help clients achieve their financial goals.

Overall, Convergence Wealth Partners, LLC, is a reputable and reliable financial services provider that is committed to helping clients manage their finances effectively. With a range of services, a team of experienced advisors and consultants, and a commitment to accessibility and convenience, Convergence Wealth Partners, LLC, is an excellent choice for anyone seeking financial guidance and support.

Recommendation: If you are looking for a financial planner, financial advisor, financial consultant, or investment service, we recommend visiting Convergence Wealth Partners, LLC's website at Website: convergencewp.com to learn more about their services and team. You can also schedule an appointment by calling Phone: 5302409494. Don't hesitate to contact them for all your financial needs.

Reviews of Convergence Wealth Partners, LLC

G S

5/5

My wife and I have been working with John and his team at Convergence for 7+ years. We met him when he sponsored a seminar on Social Security and we appreciated his philosophies. We set up an appointment to meet with him further and he has been managing our investments since. With John's guidance and assistance we have been able to retire comfortably at 62 years old and take several very enjoyable trips. Even in the turbulent times we are entering I feel confident that our finances are secure and we will be financially comfortable as we progress throughout our lives. Hats off and many thanks to John Gardner

Sarah-Arlene Terry

5/5

John and Rob are incredible and so passionate about helping their clients! I been to multiple of their Taxes in Retirement seminars and both are so knowledgeable on how to save their clients the most money through investments and financial planning. If you’re looking for professional, smart, and kind-hearted people to help you with financial future, they are the best!

Sandra VAsquez

5/5

I was very impressed with the service I received from Financial Convergence. I was able to get detailed information and answers regarding a living trust will. It went so smoothly that I was able to complete other financial needs. John and Rob are amazing and are very knowledgeable! Don’t delay , give them a call , you will be glad you did!

Melisa McCrea

5/5

John and team have access to so many great investment options. John is very tax conscious when making investment decisions in a way to minimize future tax burden. John and his team are very personable and go above and beyond to work one on one with clients.

Donna Buchanan

5/5

We have been using Financial Convergence as our financial advisor and the handling of our retirement funds and accounts. We have been very pleased with the trustworthiness and efficiency of them handling those funds. As most retirees feel this is our most valuable investment that we feel needs to be taken with care and seriousness. We have trusted John Gardner and his team and they in turn have served us quite well and will continue to do so for us in the future!! Highly Recommend

Ellen Sweeney

4/5

I’ve never had a financial advisor before, but so far everything has been smooth and easy. John and Rob are chill and pleasant to work with. They explain things well for a layperson like me.

Pam Barrington

5/5

I am thrilled to have found a business that can help us with our investments AND our trust. John and Rob are always accessible, helpful and patient. I only wish we had found them sooner!

Steve Thompson

5/5

John and I had many meetings before I signed on. In all cases he was able answer my questions and gave the confidence I needed. So far, so good. I've even recommended them to friends.