Having worked with clients for the past 25 years as an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. It is also important to understand the level of risk you are comfortable accepting when investing so we can balance it with the steps necessary to help reach your long-term goals.
After growing up in Roanoke, VA, I met my wife, Cindy, while attending college in Florida. Cindy and I have been married for over 30 years and are raising our five children here in North Alabama.
I am inspired on a daily basis by helping clients achieve their goals of planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most.
My clients and I work together to develop specific strategies to help them achieve their goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, my office staff and I are dedicated to providing you top-notch client service.
But we are not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
My Personal Interests
Phone NumberSteve Cundiff at (256) 650-5211
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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