About Conroy Wealth Management
Reviews for Conroy Wealth Management
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Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Conroy Wealth Management provides personalized financial services and advice to meet individual needs. The company assists clients with retirement planning, investment management, and financial education. Kevin, the financial advisor, works closely with clients to create tailored roadmaps for their financial goals. He has experience helping businesses with large ventures, providing support, connections, and expertise. Conroy Wealth Management also offers services such as 401(k) rollovers, Roth IRA openings, and insurance policy purchases. Clients praise Kevin's attention to detail, follow-up, and availability to answer questions.
Exceptional Service tailored to meet your Goals, with a Personal Touch. Kevin’s professionalism and communication have given my wife and I confidence in planning our family’s future. We have a life insurance policy, a Roth IRA, and two 401ks rollover with Conroy Wealth Management. Highly Recommend.