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C&C Wealth Strategies
- Insurance
- Tustin, CA
About this business
Jim and Lorraine Conaway established C&C Wealth Strategies in 1996 to plan for better futures. Our company provides wealth preservation strategies encompassing financial planning, tax strategy, real estate investing, insurance solutions and more. 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 staff are continuously educating themselves on different ways to help clients meet their financial goals. It is thr... read more
Location details
151 Yorba St #200, Tustin, CA, 92780, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been a happy and devoted client of Jim and Lorraine’s for over 25 years now . I feel they are very professional and personable with me and also with my colleges !, friends and family members that I have referred to them. C & C Wealth Strategies have been the major reason for my financial success. !! I could not have done it without them !! Jim and Lorraine keep themselves educated and motivated. They LIVE this and one can see it is their passion !! I feel extremely confident in there honesty , professional abilities and... read more
I have worked with Conaway & Conaway for many years. At the time I first met them, I really had no plan in place for retirement. I just figured my 401K and company retirement would take care of me. They have changed my thinking in so many ways. Now I have a plan in place that will provide for more than enough financial power to give me a comfortable retirement. I highly recommend C&C Wealth Strategies for any financial/retirement plans you may want. Not only do they know what they are doing, but all of them are great people!
I am so grateful to have met Jim & Lorraine Conaway. They are people who care and respect you regardless of where you are at in life. I like how they make it a point for married couples to be on the same page, and to prepare for “what if” situations. Thank you guys for helping me see the importance of putting my family first in every decision.
Frequently asked questions about C&C Wealth Strategies
How is C&C Wealth Strategies rated?
C&C Wealth Strategies has a 3.3 star rating with 9 reviews.
When is C&C Wealth Strategies open?
C&C Wealth Strategies is closed now. It will open at 9:00 a.m.
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