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Business Profile

Estate Planning and Management

Michael Conroy & Associates
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(815) 549-8723Write a Review

About

Overview

Michael Conroy & Associates

10101 S Roberts Rd Ste 101

Palos Hills, IL 60465-1556

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Operating Hours
8:00 AM - 6:00 PM
8:00 AM - 6:00 PM
8:00 AM - 6:00 PM
8:00 AM - 6:00 PM
8:00 AM - 4:00 PM
Closed
Closed

BBB Accreditation & Rating

Michael Conroy & Associates is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Michael Conroy and Associates assists you with financial planning strategies designed to create a personalized retirement plan built around your vision and values. Through Mike’s F.O.R.M. process, he will help you cultivate a plan that addresses four major topics in retirement, family, occupational goals, recreational goals, and money. Financial planning is an ongoing process of preparing for and reacting to critical financial events. Whether you are creating a retirement income plan, concerned about declining health, want to protect your legacy, or any other financial aspect, Mike’s will help you to prepare for such events.

BBB Accredited Since: 9/13/2024

Years in Business: 4

Products and Services

We handle retirement plan rollovers, Inherited accounts, IRA transfers, Roth conversions, Estate Planning documentation, and Life Insurance policies to ensure you do not outlive your finances.

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
4/21/2009
Business Started:
6/14/2021
Business Incorporated:
6/14/2021
Type of Entity:
Corporation
Business Management:
Mr. Michael F. Conroy, Owner

Additional Contact Information

Principal Contacts
Mr. Michael F. Conroy, Owner
Customer Contacts
Mr. Michael F. Conroy, Owner
Additional Phone Numbers
Other Phone: (708) 529-7996
Social Media

Licensing information

  • Licensed in AZ, FL, IA, IL, IN, MI, NV, TN, WI, WY.

Additional Information

Payment methods
Check or Credit Card
Other Resources
Attorney Registration & Disciplinary Commission
130 E Randolph St
Chicago IL 60601
Phone Number: (800) 826-8625
http://www.iardc.org
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Estate Planning and Management, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Wealth Management, Attorneys & Lawyers

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