We provide complete financial planning services for individuals, families and business owners. Products and Services include:
Investments: stocks bonds, mutual funds, alternatives...
Insurances: life, long-term care, disability, annuities, business, health...
Financial Planning: Fee-based asset management.
Our Value Proposition: We work as independent advisors free from obligation of selling any proprietary products. Most products are available through other advisors, but we focus on our rel
ationships with our clients and provide service to each individual as if they are a member of our own family. We regularly help multiple generations within a single family.
We are an independent office located in Tustin, CA. We are part of a Southern California group of advisors that has been in business as Diversified Securities, Inc. since 1965. Conway & Associates is headed by Kevin J. Conway, Certified Financial Planner & Registered Principal and works with
Curtis E. Hughes, Registered Principal. Together, Kevin and Curt have over 50 years of experience in the industry helping people reach their financial goals. Diversified Securities, Inc. was co-founded by
Joseph W. Conway, Kevin's father.
Kevin, Curt and the office staff are ready to assist you with your financial needs.
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