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Details

General Info

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 through a cognizant design of support and education where we establish lifelong relationships with clients and their families. Our goal here is to consistently provide each client with personal, unique and comprehensive financial strategies, along with various other tools and resources that are specific and unique to our firm. As a client you will receive more than just prudent financial advice, but an all-encompassing approach to your financial life. We strive to provide the comfort of knowing what your money is supposed to do for you, along with the path of prupose and clarity in addressing these objectives. It is crucial for us to get you from where you are, to where you want to be!

HoursCLOSED NOW
Regular Hours:
Mon
Thu - Fri

Contact Info

Phone:

Main - 714-577-8758

Address:
151 Yorba St Ste 200 Tustin, CA 92780
Email:

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