Being retired seniors we have so appreciated how comfortable Kevin & Wendy made us feel about our process moving forward. Kevin's guidance & recommendations advanced us to a place of feeling financially secure and stress free.
April 2024
Kevin and his team have been assisting my transition from working woman to "retirement with a plan" that has enabled me to build a wonderful life in New Port Richey FL. He managed my investments to insure I was able to live comfortably in retirement without draining my hard-earned portfolio. He is always available for me when I have questions and he's taught me quite a bit about money management. I highly recommend Kevin to everyone I know. I'm hopeful he will one day manage my grandkids' investments as they graduate and begin working. Thank you Kevin and Wendy for everything you do!
November 2023
Conroy Wealth Management offers personalized financial service & advice tailored to your specific needs.Kevin has created a roadmap for our family to point us in the economic direction we want to go.We have rolled over two 401ks with Kevin, as well as opened a Roth IRA and purchased an insurance policy. His attention to detail & follow up are unparalleled.Highly Recommend.
Being retired seniors we have so appreciated how comfortable Kevin & Wendy made us feel about our process moving forward. Kevin's guidance & recommendations advanced us to a place of feeling financially secure and stress free.
Kevin and his team have been assisting my transition from working woman to "retirement with a plan" that has enabled me to build a wonderful life in New Port Richey FL. He managed my investments to insure I was able to live comfortably in retirement without draining my hard-earned portfolio. He is always available for me when I have questions and he's taught me quite a bit about money management. I highly recommend Kevin to everyone I know. I'm hopeful he will one day manage my grandkids' investments as they graduate and begin working. Thank you Kevin and Wendy for everything you do!
Conroy Wealth Management offers personalized financial service & advice tailored to your specific needs.Kevin has created a roadmap for our family to point us in the economic direction we want to go.We have rolled over two 401ks with Kevin, as well as opened a Roth IRA and purchased an insurance policy. His attention to detail & follow up are unparalleled.Highly Recommend.