Are we a Match?
Zoom Meetings
This introductory conversation is designed to learn more about your current financial situation, goals, and whether our planning approach may be a good fit for your needs.
30 minutes
Are we a Match?
This introductory conversation is designed to learn more about your current financial situation, goals, and whether our planning approach may be a good fit for your needs.
30 minutes
Zoom Meetings
Adam Kazinec, Senior Wealth Manager & Managing Partner - Convergent Financial Partners
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under a separate ownership from any other named entity.
Branch office: 1888 Keswick Lane Atlanta GA 30341 | (770) 262-7127
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under a separate ownership from any other named entity.
Branch office: 1888 Keswick Lane Atlanta GA 30341 | (770) 262-7127