


Conaway and Conaway Revenue
Financial Services • Tustin, California, United States • 1-10 Employees
Conaway and Conaway revenue & valuation
| Annual revenue | $500,000 |
| Revenue per employee | $84,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,600,000 |
| Total funding | No funding |
Key Contacts at Conaway and Conaway
Kim Ballantyne
Assistant Director Of Marketing & Operations
Kara Salazar
Marketing Director
Company overview
| Headquarters | 151 Yorba Street, Suite 200, Tustin, CA 92780, US |
| Website | |
| NAICS | 52 |
| Founded | 1996 |
| Employees | 1-10 |
About Conaway and Conaway
C&C Wealth Strategies is an income and wealth preservation firm that uses a systematic approach teamed with tax and legal advisors* to work toward customized results. Jim and Lorraine Conaway established Conaway & Conaway in 1996 to plan for better futures. C&C focuses on offering ROTH conversions, rollovers, pension maximization, income and portfolio analysis. Jim and Lorraine guide C&C by their moral obligations which suite to always put their clients’ financial lives in as the forefront of the business. Jim, Lorraine, the advisors, and the staff are continuously educating themselves on different ways to help clients work toward their financial goals. It is through a cognizant design of support and education where we establish lifelong relationships with clients and their families. *Financial Advisors at C&C Wealth Strategies do not provide legal advice. Legal advice is provided by a qualified attorney.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Conaway and Conaway has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Conaway and Conaway has never raised funding before.
Conaway and Conaway Tech Stack
Discover the technologies and tools that power Conaway and Conaway's digital infrastructure, from frameworks to analytics platforms.
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