Find the Certified Financial Planner™
Who's right for you.

Jay A. Cunningham, CFP®

Wells Fargo Advisors

2056 Westings Ave
Ste 200
Naperville, IL 60563
Phone: (630) 753-8320
Fax: (630) 893-0594

Toll-free: (877) 342-8427

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.