Convergence Advisory Group

Convergence Advisory Group is a small, independent firm based in Omaha, Nebraska, with a team of four employees. They generate an annual revenue of $2.5 million. Convergence Advisory Group specializes in wealth management and retirement income planning. Their tailored strategies are designed to help clients achieve their unique financial goals. They offer personalized financial planning services, ensuring each client's needs are met with a customized approach. The firm emphasizes transparency and puts clients' best interests first. All advisors at Convergence Advisory Group are fiduciaries, legally obligated to act in the client's best interest. Their advisory fees are structured to be straightforward and easy to understand. For more information or to discuss your financial planning needs, you can visit their website at convergenceplan.com.