What Our Clients Are Saying
Brendan started working with us when he took over our company’s 401(k) program back in 1988. He did a remarkable job keeping us informed every step of the way of the investments he was making. We became so comfortable with his professionalism, we added our personal portfolios to his firm in the early 1990s. Brendan is great at one on one explaining the ups and downs of the investment markets. He now oversees the portfolios of the next generation of our family as well. Brendan is very thorough, personable, and highly organized. We made a very good choice partnering with Conry Asset Management.
- Thomas Caravella, current client, on 10/24/22
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
We can’t say enough about the excellent counsel and professional advice we currently receive from Conry Asset Management. Their genuine concern for our family’s welfare and caring, client-first approach to our financial planning is what has impressed us most. The team at Conry Asset Management took the time to fully understand our situation, which has materially changed over the years and applied their expertise to portfolio management and estate/tax planning. The best part about working with Conry Asset Management is the personal connection. During our interactions, we always feel that we are more than just another client. There is a high level of confidence and peace of mind that our family truly appreciates when working with Conry Asset Management.
- Steven Marquis, current client, on 10/19/22
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Conry Asset Management has been supporting our company since 2012. Brendan’s partnership with our board and knowledge of the diversified markets enhanced our investment competence. He is informative, educational, and his presentations are easy to understand. Brendan has received the CT Magazine 5 Star Wealth Manager award several times, which speaks to the integrity of his company. We are pleased with our partnership and grateful for his expertise in managing the Jerome Home Endowment.
- Lori Toombs, current client, on 12/9/22
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
2010 – 2017 Five Star Wealth Manager Award, created by Five Star Professional. The 2017 award was presented in November 2017 based on data gathered for the period 02/15/2017 through 09/11/2017. 2218 advisors were considered, and 283 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Brendan Conry and Conry Asset Management have been an invaluable asset to my companies, Impact Plastics and Superior Plastic Extrusion Co., Inc., and me personally since our first meeting in 1992. At that time, Brendan helped guide new principals and me in establishing a new company management and ownership structure. Since then, our companies have thrived and have developed into a very successful national and international producer of extruded plastic sheet with manufacturing plants in Connecticut and North Carolina, and with anticipation of major growth in the coming years. Brendan, besides establishing and managing a very large portfolio on my behalf has been instrumental in the construction of family trusts to safeguard my investment, business, and other assets to assure the security of my family and myself in my senior years.
- Steve Ryan, current client, on 10/29/22
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
