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Submitted URL: http://conwayfin.com/
Effective URL: https://www.conwayfin.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.conwayfin.com/
Submission: On March 08 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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(412) 409-2905 tom@conwayfin.com Client Login Menu * Home * About * Our Mission * Our Qualifications * Team * Products and Services * How We Get Paid * Helpful Websites * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Retirement Calculators * RMD Calculator * Useful Links * View Your Accounts * Glossary * Tax Resources * Market View Quarterly * Contact Client Login WE HELP YOU GROW THE LIFE YOU WANT Investments tailored to your goals HELPING YOU TO REACH THE GOALS OF YOUR PLAN. Helping you manage the transition from your working years to retirement and beyond. CULTIVATE YOUR LIFE Helping our clients plant the investment seeds for future growth. WE HELP YOU GROW THE LIFE YOU WANT Investments tailored to your goals HELPING YOU TO REACH THE GOALS OF YOUR PLAN. Helping you manage the transition from your working years to retirement and beyond. CULTIVATE YOUR LIFE Helping our clients plant the investment seeds for future growth. WE HELP YOU GROW THE LIFE YOU WANT Investments tailored to your goals " BELIEVE THERE IS A GREAT POWER SILENTLY WORKING ALL THINGS FOR GOOD, BEHAVE YOURSELF AND NEVER MIND THE REST." BEATRIX POTTER YOU DESERVE A STRATEGY THAT ADAPTS TO YOUR NEEDS. We create financial strategies tailored to your goals. Ask us how GROW YOUR FINANCES. CONWAY Financial - Independent. Objective. Accountable. We are an independent fiduciary and advisory financial services firm specializing in retirement planning. We help those near and in retirement plan for income during their retirement years and to protect their legacy with the financial assets they've spent a lifetime accumulating. We design custom plans unique to each client's needs. Being independent, we are not affected by any company's emphasis on proprietary investment or insurance products. We understand our client's interests are our highest concern and we make our recommendations accordingly. Learn more FINANCIAL ADVICE SHOULDN'T BE COMPLICATED. We are backed by the staff, support, and technology of one of the nation's largest, most prestigious, and successful independent broker-dealers, Securities America, Inc., and we have strategic alliances with attorneys and CPAs to assist in estate planning, trusts, and Will preparation, if necessary, to provide comprehensive planning services for our clients. We'd like to invite you to contact us to discuss your situation, to see if how we approach the financial planning process is a good fit for you and your financial goals. Learn more TOM HAS BEEN NAMED A FIVE STAR WEALTH MANAGER ELEVEN CONSECUTIVE YEARS: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 AND 2022. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,779 Pittsburgh-area wealth managers were considered for the award; 252 (14% of candidates) were named 2022 Five Star Wealth Managers. TOM CONWAY Chartered Financial Consultant (412) 409-2905 (412) 409-2906 tom@conwayfin.com SCHEDULE AN APPOINTMENT Name Email Address Phone Question Send Thank you! Oops! CONTACT US We’d love to hear from you! CONTACT Office: (412) 409-2905 Mobile: (412) 780-6407 Fax: (412) 409-2906 2449 Kings Lane Pittsburgh, PA 15241 tom@conwayfin.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Conway Financial and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.