Stephen "Steve" Cunha

  • AIF®
  • CRPS®
  • CLU®
  • CLTC®
  • CFP®

Focus: Insurance Strategies, Retirement Income Planning, Business Succession Planning, Group Benefits, Business Owners, Estate Planning, Charitable Giving

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Stephen’s Licenses and Disclosures

Contact Stephen

*Fields are required

Wakefield Satellite Office

Satellite Office

301 Edgewater Place, Suite 200
Wakefield, MA 01880