Michael Conroy and Associates

Our personal experience with Michael and staff was nothing less than exceptional. His knowledge and expertise in the area of Estate Planning was everything that we expected. We were truly pleased with the outcome and highly recommend Michael Conroy and Associates to all our families and friends.

Great staff and Michael is very thorough and helpful.

Like others in the review section, we went to a seminar hosted by Michael. We had a Will and decided it was both easier on us and our kids that we should set up a Trust. The work sheets and help from Michael made it a very simple and mind easing process. Highly recommend Michael!!

Michael Conroy is very personable and knowledgeable in everything! We got our Wills done,power of atty. No time flat! Very reasonable princess! Would recommend him to everyone.

As a fellow financial advisor in Colorado, I can honestly say that Mike Conroy is one of the best advisors in the industry. Mike and I connect many times throughout the year, he has assisted me many times with client strategies. He is a trusted source for me and many advisors across the country. If you are in… Read full review

Michael Conroy and his group are always there for you. We had some last minute estate questions come up at our home sale closing and Mr Conroy and his team handled everything swiftly and professionally. Thank you very much Michael Conroy and Associates !!!!!! Highly Recommend .

Michael was great to work with. Helped me with a rush/last minute financial plan. Took the extra time and effort to help get everything done within my retirement deadline. Made everything easy to understand. Kristi worked on my estate planning. Very warm and helpful and knowledgeable. Set up my Will, trust, power… Read full review

Michael Conroy and Associates was great to work with. They took the time to truly understand my wishes and how I want to leave everything to my loved ones. The process was thorough, thoughtful, and never felt rushed. Estate planning can feel overwhelming, but they made it clear and straightforward from beginning… Read full review

Very helpful in setting up our living trust. Everyone was very helpful and knowledgeable. Continued help in transferring beneficiaries on some paperwork.

Michael did a fantastic job helping my elderly neighbor with his needs!! Many thanks!!

Mike Conroy and his staff take the time to process your action so that you never have to worry whether it is accurate or done correctly. They are professional, courteous and always have your back, that's why I highly recommended them to my family and friends.

Very professional and informative experience I had with Kristi. Also very reasonably priced. Would recommend to anyone needing financial help.

We had a great experience working with Michael and his team for our estate planning. Everyone we encountered at Conroy and Associates was professional, knowledgeable, and kind. Michael always took the time to make sure we clearly understood every step of the process and answered all of our questions. Everything… Read full review

Michael and his staff took their time to address all of our concerns. We felt totally comfortable asking them questions and we felt safe in following their advise and in sharing our personal information with them.

My wife and I have been greatly aided by all that Mike Conroy has done for our present and future planning. I would recommend him and his staff if you too need help from A to Z on direction for all your financial and future needs.

Great team at Michael Conroy and Associates. Friendly and professional and knowledgeable. 5 star!!!

We used Mike Conroy to create a trust. He explained everything thoroughly and in language that we could understand. After that he helped us with some financial planning. We feel that he is very trustworthy and is very genuine in his desire to do what is best for our situation. He is easily accessible and always… Read full review

Hello, my name is Calvin L Bell and I have nothing but great thing to say about Mike Conroy and his company. They provide have provided great services to me and my wife. 1st they helped us to put together a living will,2nd they helped us put our properties in and item of value in a trust, they also helped us to set… Read full review

My husband and I are extremely happy with Mike and his team. They are very professional and extremely informative, and helpful. I recommend they to anyone who is looking for this type of service. They are very nice and fun to talk to. Sue Hejnal

I’ve been a client of Michael and his Associates for about 5 years now. They have always been very courteous and professional every step of the way..They’ve provided my husband and I a great sense of security and confidence as we begin our ‘golden years’. We were both able to retire at 62 years of age, as our assets… Read full review

Michael Conroy and Assoc. was recommended to us by my daughter and son in law, and boy are we glad. We got to listen to Mike's recommendations and advise, and we feel we did the right thing in making the decisions we made by Michael Conroy's financial planning recommendatons. I can now sleep at night knowing our… Read full review

Actually 4.5 stars only because nobody's perfect! Mike is a good guy and a straight shooter. He doesn't sugar coat even if it's not what you want to hear and we totally appreciate his honesty. That is one of the reasons we initially signed with Mike.

Staff is friendly and knowledgeable.

I had an excellent experience working with Conroy and Associates . From the very beginning, their team was professional, knowledgeable, and genuinely cared about helping me protect our family’s future. They took the time to clearly explain every step of the process and made something that felt overwhelming much… Read full review

Very knowledgeable and professional throughout the whole process. Looking to This business in the near future for some financial planning for retirement.

Mr. Conroy outlined everything for my financial plan seamlessly. Also , setup a trust fund that put my mind at ease for my children and grandchildren.

Mike Conroy and his associates are all very knowledgeable, helpful and a pleasure to work with in helping my wife and I with our finances and with our Trust. I feel very comfortable working with Mike. I would definitely recommend them to anyone looking for a trust worthy group to help you plan out your future.

I have, in the past, used Conroy and Associates for both financial and estate planning. However, it is occasionally difficult to get an appointment with Mike. While I had a need to change a few things with my trust, I had to seek advice from an attorney because I could not get an appointment within a reasonable amount of time.

Mike was very helpful in creating a Trust for me

I went to one of Michael’s free seminars near my home. Really an engaging speaker, and made sense on what he was saying. Also, giving real experiences ( his personal ) to make us understand Michael’s point. We made an appointment to get our assets into a trust for our family. He also set up power of attorney for us,… Read full review

I met Mike Conroy over seven years ago. Best thing that I have ever done for myself. This man is a wealth of beneficial information and knowledge. He helped me big time. I guess you could say he is "My friend at the factory". He is a phone call away. I had to touch base with him a few days ago with a trying matter… Read full review

I really enjoyed working with Mike and his team who were very friendly and helpful. He made estate planning so easy to understand and work through. We also sat down for a full retirement financial planning review which can be overwhelming just to think about but Mike made it really easy to understand and see my… Read full review

Mike and his staff are great! They are very knowledgeable and make the entire process very easy and explain everything to you along the way. They try to accommodate you in every way they can. Whether it’s a trust or financial planning they have you covered.

Don't know where to begin!!!! We have such great relationship with Mike and his team!!!! Never have to ask twice attitude from all of them. Efficiency, and attention to detail is amazing! We had such a great experience with them can't say enough good things about them, other than Thanks Mike again, and your whole team!

Working with Mike was an absolute pleasure.He along with his team took time to explain every step of estate and financial planning.I never felt rushed or pressured.I highly value their expertise and professionalism. The process was smooth,I highly recommend Mike to anyone looking for help with estate planning and retirement consulting.

My sister had gone to Mike, and then I went along with her the next time. I needed a trust and some financial matters taken care of, and I must say I have never been treated so well. Mike and Kristi took all the time I needed ( with me being a senior), explained things on my level. They also took all the time… Read full review

Met Michael at an estate planning seminar. Met with him and his staff multiple times. They shared much useful information and were extremely helpful in setting up our estate plan.

Mike Conroy and his team are absolutely top notch. I've worked with them on a couple of trusts and retirement investments. The team is friendly, professional and fun. Their office is hospitable and inviting. They are thorough, patient and I fully trust the advice I receive from Michael Conroy and Associates.

I had a great experience working with Michael Conroy and Associates. They worked up the reports for me and then when there was a major change in the family reworked them for me. Every detail was addressed. I was very pleased with the services provided and would wholeheartedly recommend the firm.

I have worked with Michael Conroy and Associates and I highly recommend them.They were great with setting up our Estate Planning Portfolio / Revocable Living Trust.