Insights

Niche Market Focus Conaway and Conaway specializes in wealth preservation and customized financial planning for high-net-worth individuals, presenting an opportunity to offer advanced financial technology solutions that support complex planning and reporting needs.

Strong Digital Presence With a modern tech stack utilizing Cloudflare CDN and HTTP/3, the company is positioned to enhance their online client engagement platforms and cybersecurity measures, enabling scalable and secure digital customer interactions.

Growing Revenue Range Generating between $10M and $25M in revenue, Conaway and Conaway offers potential for expanding financial advisory tools, portfolio management software, or educational platforms that can improve operational efficiency and client outcomes.

Targeted Client Relationships Established on lifelong relationships and continuous client education, the company could benefit from CRM and client engagement solutions that deepen these relationships and support personalized communication strategies.

Competitive Advantage As a boutique firm with a personalized approach, there is a sales opportunity to introduce tailored compliance, legal integration, or wealth analytics tools that complement their advisory services and differentiate their offerings within the competitive financial advisory landscape.

Conaway and Conaway, Inc.'s Email Address Formats

Conaway and Conaway, Inc. uses at least 1 format(s):

Conaway and Conaway, Inc. Email Formats	Example	Percentage
First@conawayandconaway.com	John@conawayandconaway.com	67%
FirstL@conawayandconaway.com	JohnD@conawayandconaway.com	13%
First.Last@conawayandconaway.com	John.Doe@conawayandconaway.com	13%
FLast@conawayandconaway.com	JDoe@conawayandconaway.com	7%

Conaway and Conaway, Inc. Email Formats

Example

Percentage

First@conawayandconaway.com

John@conawayandconaway.com

67%

FirstL@conawayandconaway.com

JohnD@conawayandconaway.com

13%

First.Last@conawayandconaway.com

John.Doe@conawayandconaway.com

13%

FLast@conawayandconaway.com

JDoe@conawayandconaway.com

Frequently Asked Questions

Where is Conaway and Conaway, Inc.'s headquarters located?

Conaway and Conaway, Inc.'s main headquarters is located at 151 Yorba Street Suite 200 Tustin, California 92780 United States. The company has employees across 1 continents, including North America.

What is Conaway and Conaway, Inc.'s phone number?

You can contact Conaway and Conaway, Inc.'s main corporate office by phone at

+1-714-577-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Conaway and Conaway, Inc.'s official website and social media links?

Conaway and Conaway, Inc.'s official website is conawayandconaway.com and has social profiles on LinkedIn.

What is Conaway and Conaway, Inc.'s NAICS code?

Conaway and Conaway, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Conaway and Conaway, Inc. have currently?

As of February 2026, Conaway and Conaway, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Principal: W. H.Lawyer: B. C.Insurance Producer: K. Q.. Explore Conaway and Conaway, Inc.'s employee directory with LeadIQ.

What industry does Conaway and Conaway, Inc. belong to?

Conaway and Conaway, Inc. operates in the Financial Services industry.

What technology does Conaway and Conaway, Inc. use?

Conaway and Conaway, Inc.'s tech stack includes Cloudflare CDNCloudflareHTTP/3.

What is Conaway and Conaway, Inc.'s email format?

Conaway and Conaway, Inc.'s email format typically follows the pattern of First@conawayandconaway.com. Find more Conaway and Conaway, Inc. email formats with LeadIQ.

When was Conaway and Conaway, Inc. founded?

Conaway and Conaway, Inc. was founded in 1996.

Conaway and Conaway, Inc.

Q: How many employees does Conaway and Conaway, Inc. have currently?

Conaway and Conaway, Inc. has approximately 6 employees.

Q: What technology does Conaway and Conaway, Inc. use?

Conaway and Conaway, Inc.'s tech stack includes Cloudflare, Cloudflare CDN, HTTP/3.

Financial ServicesCalifornia, United States2-10 Employees

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.

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