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    Convergent Financial Strategies

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    Description

    • Convergent Financial Strategies is the focal point for all aspects of your wealth management--from accumulation and growth through preservation and distribution. We provide independent, unbiased advice in a fiduciary capacity. With an emphasis on education, building long-term relationships, and providing the utmost in client service, we offer our clients a personalized, integrated wealth strategy which includes: *Goals-Based Financial Planning *Investment Management *Tax Planning and Preparation At Convergent Financial Strategies, we help you reach your goals. Check out our video to see the Convergent Difference: https://www.youtube.com/watch?v=EMtr6B90Mfs
    • location

      Headquarters:460 East Swedesford Road Suite 2010, Wayne, Pennsylvania, United States

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    • Convergent Financial Strategies phone

      Phone Number: +1 484-477-4100

    • Convergent Financial Strategies website

      Website: https://www.convergentfinancialstrategies.com

    • Convergent Financial Strategies employees

      Employees:4

    • Convergent Financial Strategies revenue

      Revenue:$0 - 1M

    • Convergent Financial Strategies legal name

      Legal Name:Convergent Financial Strategies

    • Convergent Financial Strategies's Social Media

      Convergent Financial Strategies linkedin Convergent Financial Strategies facebook Convergent Financial Strategies twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Managing Partner for Convergent Financial Strategies

    Convergent Strategies

    Managing Partner

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

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    Convergent Strategies

    Managing Partner

    Carl Nadwodny

    Managing Director, Investments

    Frequently Asked Questions regarding Convergent Financial Strategies

    • Where are Convergent Financial Strategies's Headquarters?

      Convergent Financial Strategies's Headquarters are in 460 East Swedesford Road Suite 2010,Wayne,Pennsylvania,United States

    • What is Convergent Financial Strategies's phone number?

      Convergent Financial Strategies's phone number is +1 484-477-4100

    • What is Convergent Financial Strategies's official website?

      Convergent Financial Strategies's official website is https://www.convergentfinancialstrategies.com

    • What is Convergent Financial Strategies's Revenue?

      Convergent Financial Strategies's revenue is $0 - 1M

    • What is Convergent Financial Strategies's NAICS code?

      Convergent Financial Strategies's NAICS code is 523930

    • How many employees are working in Convergent Financial Strategies

      Convergent Financial Strategies has 4 employees

    • What is Convergent Financial Strategies's Industry?

      Convergent Financial Strategies is in the industry of Financial Services

    • Who is Convergent Financial Strategies's Managing Partner?

      Convergent Financial Strategies's Managing Partner is Convergent Strategies

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