Convergence Wealth Partners, LLC - Redding, California

G S.

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

david C.

I worked with Rob Foss. He guided me through the process of obtaining life insurance. My experience was the smoothest I have ever experienced with any insurance agent ever

I was informed every step of the way and feel very good about the policy Rob helped me obtain. I feel great knowing my family will provided for in the unlikely event something happens to me.

Ellen S.

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.

Melisa M.

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.

Sandra V.

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!

Sarah-Arlene T.

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!

Dennis S.

As a new client of Convergence Wealth Partners, I've been impressed with their efficient onboarding process and comprehensive financial services. They seamlessly handled the transfer of my stock portfolios and provided valuable guidance on retirement planning, particularly with required minimum distributions (RMDs). Their proactive communication throughout the transfer process kept me informed every step of the way, and they were always available to answer my questions promptly.

Their expertise was evident when they assisted me in setting up a backdoor Roth IRA. The advisors demonstrated a clear understanding of tax-efficient investment strategies and explained the process in a way that was easy to understand. They anticipated potential issues and proactively addressed them before they became problems.

While it's too early to evaluate long-term investment performance, their initial handling of my assets and portfolio transition has been professional and smooth. The team's responsiveness has been excellent; they consistently returned calls and emails within 24 hours. This proactive communication and their thorough approach to addressing my retirement planning needs have been highly valuable.

I highly recommend Convergence Wealth Partners to those seeking assistance with retirement planning and tax-efficient investment strategies.

Donna B.

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