Conroy Wealth Management
1717 Empire Boulevard, Webster, NY 14580
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.
Reviews
"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."
"Kevin was with me from the start of two very large and scary business ventures. With his knowledge, connections, and support, everything went as smooth as possible and my business is thriving. Looking forward to planning our next big venture together!"
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