About Conroy Wealth Management
Reviews for Conroy Wealth Management
Write a reviewHours
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.
I am very appreciate of the advice and help that Kevin has provided for me for the last sixteen years. It has greatly helped me to plan better. I highly recommend him.
I have been a client of Kevin's for over 5 years. From the very beginning of the financial planning process with Conroy Wealth Management it was a very welcoming and personable experience. Kevin's no presssue approach to helping me better understand the retirement planning process and in developing a comprehensive plan that was personalized to my needs was very comfortable and concise. Kevin exhibits good attention to detail and is very prepared during our individual meetings. The team is easily accessable to deal with my various questions concerning market activity and general spending concerns. I highly recommend Conroy Wealth Management to anyone who is looking...read full review
We turned to Kevin after feeling dissatisfied with our previous financial advisor. Although we live in Florida, a friend in New York recommended him to us. After connecting and deciding he was a great fit, we chose to have him assist with transferring our funds. He even made the effort to fly to Florida to meet with us in person. From the very beginning, Kevin has impressed us—he is thorough, takes the time to answer all of our questions, and brings a thoughtful, personal touch to his work.