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Current company Cunningham & Associates, LLC
Financial Services · 36 employees · Founded 1984 · Worcester, Massachusetts, United States
At Cunningham & Associates, we’re dedicated to delivering top-tier tax and financial strategies for thriving businesses and high-net-worth individuals with complex needs.
Since 1992, our 30+ person team, backed by 25+ professional designations, has supported over 5,000 clients in all 50 states, helping them save a collective $6 billion in taxes. We’re proud of those achievements, but even prouder of our clients’ remarkable success.
We blend technical expertise with an exceptional human touch. Our goal is to be each client’s primary advisor through every chapter of their journey. The breadth of licensing our team holds allows us to break down siloes and be our clients primary advisor. From tax and accounting to valuation, wealth advisory, or estate planning, we have you covered. We can build a team on your behalf, or, if you have a strong team in place that needs integration and coordination, we can do that too.
We know that we are only as valuable as the tangible results we deliver combined with the intangible trust we earn. We accomplish this by:
1. Approaching every engagement as a chance to help our clients uncover greater value, expand their horizons, and achieve their goals.
2. Cutting through the noise to deliver straightforward solutions and making the complex simple. Whether you’re a client, partner, or teammate, our processes and communication are designed to eliminate friction.
3. We Stand Behind Our Work: If we don’t perform, we don’t get paid—period. Our clients know we’re in their corner, and we share in the rewards of a job well done.
4. We invest in genuine relationships with our clients, colleagues, and community. Empathy drives our daily choices; big-picture vision propels us forward.
This is who we are, it’s in our DNA, and we’d love the opportunity to prove it to you.