Our RIA-Broker/Dealer

Associated with Commonwealth Financial Network^®, a Registered Investment Advisor and Broker/Dealer.

Our Broker/Dealer

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

The Investment Advisor Representatives (IARs) use the trade name/DBA, Convergence Financial Partners. All securities and advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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Our Broker/Dealer

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