Cunningham & Associates, LLC

Financial ServicesMassachusetts, United States11-50 Employees

Cunningham & Associates, LLC operates in the financial services sector, providing tax and financial planning for business owners and high-net-worth individuals with complex needs. Founded in 1992 and based in Worcester, Massachusetts, the firm uses a team-based approach to service clients. To date, it has served more than 5,000 clients across the United States and helped them save billions in taxes. Its service scope spans tax and accounting, valuation, wealth advisory, and estate planning, and the firm can construct an advisory team for a client or coordinate with an existing one. A recent development is the appointment of Steve Lanza as Director of Strategic Alliances in October 2023, underscoring ongoing expansion in partnerships.

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