Conway Wealth Management is a financial planner in Conway, AR. The firm provides personalized financial planning services covering retirement investing, college savings, estate planning strategies, and comprehensive financial decision-making for individuals facing the challenges of today's financial environment. It holds a rating of 5.00 across customer reviews.
The team at Conway Wealth Management includes Greg Pillow, a CERTIFIED FINANCIAL PLANNER professional and LPL Financial Advisor; Nancy Jackson and Taylor Shouse, also LPL Financial Advisors; Rita Stapleton, Branch Operations Manager; and Kathleen Strack, Receptionist. The practice walks clients through a step-by-step process to build customized financial programs tailored to individual goals and objectives. Its product and service offerings span investments such as bonds, common stock, Coverdell ESAs, Traditional, Roth, SEP, and SIMPLE IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. Financial planning services include comprehensive financial planning, retirement planning, 401(k) and 403(b) planning, college plans, estate planning strategies, money purchasing plans, and profit sharing plans. Insurance offerings include disability income insurance, life insurance, and long-term care insurance. The firm's stated mission emphasizes maintaining the highest standards of integrity and professionalism, understanding each client's financial situation, and providing only the highest quality information, services, and products. Its professionals bring years of experience in financial planning and work with clients through all stages of life.
The office sits on Parkway Street, just steps from the Faulkner County District Court and Simon Park, with the Faulkner County Courthouse Anchor, Conway City Hall, and Conway Fire Department Station 1 all within a short walk.
Conway Wealth Management is affiliated with LPL Financial, a publicly traded financial services company under ticker symbol LPLA, whose advisors are not pressured to sell proprietary investment products.
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