Financial Planning & Investment Services
At Conway & Co. we take financial planning and managing our clients' assets very seriously. We are a family-owned business that offers over 50 years of experience with individuals, families, and business owners to deliver strategies that are personalized to meet their goals. Because we are a family-owned business, we understand the importance of trust, long-term relationships, and treating clients like part of our family. Whether you are planning for retirement, growing your wealth, navigating through a life transition, or just looking for guidance, our approach is centered around transparency, education, and ongoing communication.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., Registered Investment Adviser. Real Estate Services offered through Conway & Co. Realtors and Conway & Co. Insurers and Financial Research Associates are also not affiliated with Cambridge. We cannot accept trade orders through email. Important letters, voice mail, or fax messages should be confirmed by calling (252) 522-3191.