Doubleday Conley LLC is a partnership formed by Roland Doubleday CFP, AIF and Kevin Conley CFP, CRPC to provide their clients’ with the best advice and research to help clients take action and make choices that will meet their financial needs and reach their financial goals.
As Certified Financial Planners, we offer comprehensive financial advice and work in the areas of Financial Planning, Investment Management, Income Products (Annuities, REITs, BDCs) and Protection from catastrophic financial events (Life Insurance, Disability Insurance, Long Term Care Insurance,). Every client is different and we work to understand the needs and goals of each client and how to work with each client in the best way for them to succeed.
Roland is a registered principle and Kevin is a registered representative with Cambridge Investment Research, Inc., (Cambridge) member FINRA/SIPC. and are Charles Schwab Advisors.
Schwab Advisor Services has over 25 years of experience working with investment advisors and has over $1 trillion in client assets. Schwab Advisor Services serves independent advisors and includes the custody, trading, and support services of Schwab.
Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $76 billion assets under management*, 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the United States. Cambridge’s full range of products and services, and their receptivity to our ideas and concerns about how to satisfy our clients and supporting our practice, convinced us they are truly an independent broker-dealer.