Insights

Wealth Strategy Opportunity Small firm with experienced leadership and a focus on income and wealth preservation presents a potential for targeted wealth management services, including Roth conversions, rollovers, pension maximization, and comprehensive income/portfolio analysis.

Education and Advisory Emphasis on continuous advisor education and collaboration with tax and legal advisors signals an openness to strategic partnerships and enhanced planning services that can be bundled for clients.

Digital Readiness Reliance on Cloudflare CDN and related tech indicates a modern digital presence; there may be opportunities to introduce client self-service tools, digital onboarding, and cybersecurity offerings to strengthen client experience.

Growth via Referrals The firm highlights lifelong client relationships and families, suggesting a high potential for referral-based growth; services to support referral programs and client engagement analytics could scale revenue.

Compliance and Partnerships The advisory model excludes legal advice from financial advisors, creating potential for formalized partnerships with legal and tax firms or compliance tech to expand service scope and cross-sell opportunities.

Similar companies to Conaway and Conaway, Inc.

Blue Cross Blue Shield Association
5.7K$10B+
Centene Corporation
37K$10B+
Kaiser Permanente
139K$10B+
Molina Healthcare
18K$10B+
UnitedHealthcare
17K$1B - $10B
Wellcare Medicare
5.2K$10B+
Oscar Health
2.9K$10B+
Cigna Healthcare
29K$10B+
Humana
49K$10B+
Anthem Blue Cross and Blue Shield
10K$10B+
Bright Health
372$100M - $250M

Conaway and Conaway, Inc. Tech Stack

Conaway and Conaway, Inc. uses 5 technology products and services including Cloudflare CDN, Cloudflare, Cloudflare DNS, and more. Explore Conaway and Conaway, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
Cloudflare DNS
Domain Name Services
HTTP/3
Web & Portal Technology
Google Search Console
Web Analytics

Conaway and Conaway, Inc.'s Email Address Formats

Conaway and Conaway, Inc. uses at least 4 email formats:

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%

Frequently Asked Questions

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.

How much revenue does Conaway and Conaway, Inc. generate?

As of July 2026, Conaway and Conaway, Inc.'s annual revenue is estimated to be $10M - $25M.

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 July 2026, Conaway and Conaway, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Principal: W. H., Insurance Producer: K. Q. and Financial Strategiest: L. C. 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 CDN, Cloudflare, Cloudflare DNS, HTTP/3 and Google Search Console.

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

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

Financial ServicesCalifornia, United States2-10 Employees

Conaway and Conaway, Inc., a financial services firm based in Tustin, California, operates under the name C&C Wealth Strategies to help clients manage income and preserve wealth. The firm pursues customized results through a systematic approach that partners with tax and legal advisors to address each client's financial needs. It was founded in 1996 by Jim and Lorraine Conaway to plan for better futures, and it notes that financial advisors do not provide legal advice, with legal counsel provided by a qualified attorney.

Core services include Roth conversions, rollovers, pension maximization, and income and portfolio analysis, reflecting a focus on retirement planning and wealth management. The organization emphasizes ongoing education for its staff and advisers and aims to build lifelong relationships with clients and their families by aligning client interests with professional guidance.