About The Converse Team
The Converse Team is a financial advisory firm specializing in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable items to achieve the desired goals. The Converse Team is committed to excellence in the retirement plan space, focusing most marketing efforts to the 401(k) and 403(b) space.