Cunningham Financial

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Cunningham Financial Financial Guidance Redefined We are a family owned wealth management business. Those relationships, like our business, are built upon INTEGRITY and TRUST.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision. We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients. For a list of state which we are registered to do business please visit www.cunninghamfinancial.net. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “Cunningham Financial” is not affiliated with Kestra IS or Kestra AS. www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/30/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
10/28/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/26/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
10/23/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Committed to increasing your financial literacy? Don't be afraid to ask questions.
10/21/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Earnings season can move markets. Find out why.
10/19/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

10/16/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Thinking of volunteering in retirement? Some considerations.
10/12/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

10/09/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

10/07/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

Address

112 N. Person Street
Raleigh, NC
27601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19198769449

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