Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Cundiff Wealth Management
What services does Cundiff Wealth Management offer?
Cundiff Wealth Management offers financial advising, investment management, investment funds, and stock broker services.
Where is Cundiff Wealth Management located?
It is located at 6767 Old Madison Pike, Suite 450, Huntsville, AL 35806, US.
What are the business hours of Cundiff Wealth Management?
The office is open from Monday to Friday, 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
What types of financial specialties does Cundiff Wealth Management focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Cundiff Wealth Management?
You can call them at +1 256-573-4516 for inquiries.
Does Cundiff Wealth Management offer any mobile apps?
Yes, they have mobile apps available on both Android and iOS platforms.
What languages are spoken at Cundiff Wealth Management?
Services are provided in English.
What online resources are available to learn more about retirement options through this financial advisor?
You can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What nearby real estate agents are close to Cundiff Wealth Management?
Nearby real estate agents include John M Chappell, Danielle Justice, Jason Egan at Weichert Realtors, Stacy Bell at Leading Edge Realty Group, and several others.
Are there any nearby services that might assist with home security around Cundiff Wealth Management?
Yes, ADT Security Services is nearby and offers home security, electronics, and home improvement services.
Which nearby organizations offer counseling or mental health services?
North Alabama Biblical Counseling-NABC is a nearby religious organization providing counseling and mental health services.