Jay Cunningham, Cfp® Email & Phone Number

I am Jay Cunningham of Cunningham, Gregory, & Hoppe Wealth Management at Benjamin F. Edwards. Our team is driven by our three core values: competence, compassion, and integrity.Our clients are more than just clients. They become our friends and are treated like friends. We serve individuals and families from a wide range of backgrounds, professions, and stages of life. We also assist small business owners, helping them select and manage appropriate retirement plans for their company and provide counsel and resources for effective business transition at retirement.I hold the CERTIFIED FINANCIAL PLANNER™ certification and, together with my team members, Marcia Gregory, Financial Advisor, and Bryan Hoppe, Financial Advisor, CFA, CFP®, our team brings a combination of high ethical standards and technical competence. These strengths enable us to provide our clients with comprehensive consultation on investment management and insurance planning. We can also help in the areas of estate investment planning, liability management, and risk management. We utilize the high-level resources of Benjamin F Edwards and their affiliates to guide clients through any situation.I welcome the opportunity to meet with you to evaluate your financial situation to see if our planning process if the right fit for you. Please contact me at jay.cunningham@benjaminfedwards.com or call 630-313-2449. Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial.