Cunningham Financial
Financial Advising
Why pick this one
Cunningham Financial has been family-owned since 2006 and offers custom financial plans tailored to individuals, families, and veterinarians.
Best for
- first-time investors
- small business owners
- veterinary financial advising
Look elsewhere if
- budget-sensitive financial planning
- non-personalized financial services
Specialties
- wealth management
- retirement planning
- insurance approaches
Certifications
- Kestra Financial
- AVMA-Life
What makes them different
- family-owned business
- custom tailored financial plans
- integrated approach to financial advising
- focus on veterinarians and small business owners
- multi-generational client relationships
- Years in business
- 17
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 112 N Person St, Raleigh, NC 27601-1070
- Phone
- +19198769449
- Website
- http://www.cunninghamfinancial.net/
- info@cunninghamfinancial.net
Services
- financial advising
- asset management
- financial planning