Cuddy Financial Services

Q: What is Cuddy Financial Services's official website?

Cuddy Financial Services's official website is www.cuddyfinancial.com

Q: What is Cuddy Financial Services's Revenue?

Cuddy Financial Services's revenue is <$5 Million

Q: What is Cuddy Financial Services's SIC code?

Cuddy Financial Services's SIC: 62,628

Q: What is Cuddy Financial Services's NAICS code?

Cuddy Financial Services's NAICS: 52,523

Q: How many employees does Cuddy Financial Services have?

Cuddy Financial Services has 11-50 employees

Q: What industry does Cuddy Financial Services belong to?

Cuddy Financial Services is in the industry of: Finance , Securities Trading

Q: What is Cuddy Financial Services competition?

Cuddy Financial Services top competitors include: Tim Mezhlumov , Building Financial Solutions , River Rock Financial , Anchor Financial Group

Q: What technology does Cuddy Financial Services use?

Some of the popular technologies that Cuddy Financial Services uses are: reCAPTCHA, Cloudflare Website Optimization, Datadog, Google Font API

Q: How do I contact Cuddy Financial Services?

Cuddy Financial Services contact info: Phone number: (315) 252-3600 Website: www.cuddyfinancial.com

Q: What does Cuddy Financial Services do?

Cuddy Financial Services is a comprehensive financial planning firm based in Auburn, NY, specializing in wealth management, retirement planning, estate planning, accounting, and tax services. The firm aims to provide personalized financial solutions that integrate tax planning with investment management, ensuring clients make informed decisions tha... t align with their financial goals. With over 40 years of CPA experience and a focus on education, Cuddy Financial Services serves both local and nationwide clients, offering a boutique-level of service. Their team of experienced professionals is dedicated to helping clients navigate complex financial situations and achieve long-term financial success. Read More

Finance · New York, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

7 William St, Auburn, New York, 13021, U...

Phone Number

(315) 252-3600

Website

www.cuddyfinancial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Cuddy Financial Services

Cuddy Financial Services is a comprehensive financial planning firm based in Auburn, NY, specializing in wealth management, retirement planning, estate planning, accounting, and tax services. The firm aims to provide personalized financial solutions that integrate tax planning with investment management, ensuring clients make informed decisions that align with their financial goals. With over 40 years of CPA experience and a focus on education, Cuddy Financial Services serves both local and nationwide clients, offering a boutique-level of service. Their team of experienced professionals is dedicated to helping clients navigate complex financial situations and achieve long-term financial success.Explore more

Is this data correct?

View contact profiles from Cuddy Financial Services

SIC Code 62,628NAICS Code 52,523Show more

Cuddy Financial Services Org Chart

Phone

Carolynn Turner

Client Relationship Coordinator

Phone

Tax & Accounting Administrative Coordinator

Phone

Financial Services Associate

Phone

HR Representative & IT Liaison & Tax Administ...

Phone

Administrative Tax 1 Clerk

Phone

Financial Receptionist

Phone

Administrative Assistant, Accounting

Phone

Administrative Investment Assistant

Phone

Get the full picture

Compare Similar Companies to Cuddy Financial Services

Compare insights from companies similar to Cuddy Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cuddy Financial Services

<$5M

11-50

Private

1992

Carolynn TurnerClient Relationship Coordinator

Building Financial Soluti...

<$5M

1-10

Private

Matthew BotkinCEO & President

Anchor Financial Group

<$5M

1-10

Private

1999

Tiffany GreerCpa, Investment Advisor

C E Williams Financial

<$5M

1-10

Private

1972

Jack McDonaldSmall Business Accounting Specialist

River Rock Financial

<$5M

1-10

Private

<$5M

2014

Fernando MaisonaveManaging Director

Tim Mezhlumov

<$5M

1-10

Private

2010

N/A

boydwm.com

<$5M

1-10

Private

N/A

View Email Formats for Cuddy Financial Services

Cuddy Financial Services Tech Stack

A closer look at the technologies used by Cuddy Financial Services

reCAPTCHA

Google

Cloudflare Website Optimization

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Cuddy Financial Services

What is Cuddy Financial Services's official website?

Cuddy Financial Services's official website is www.cuddyfinancial.com

What is Cuddy Financial Services's Revenue?

Cuddy Financial Services's revenue is <$5 Million

What is Cuddy Financial Services's SIC code?

Cuddy Financial Services's SIC: 62,628

What is Cuddy Financial Services's NAICS code?

Cuddy Financial Services's NAICS: 52,523

How many employees does Cuddy Financial Services have?

Cuddy Financial Services has 11-50 employees

What industry does Cuddy Financial Services belong to?

Cuddy Financial Services is in the industry of: Finance, Securities Trading

What is Cuddy Financial Services competition?

Cuddy Financial Services top competitors include: Tim Mezhlumov, Building Financial Solutions, River Rock Financial, Anchor Financial Group

What technology does Cuddy Financial Services use?

Some of the popular technologies that Cuddy Financial Services uses are: reCAPTCHA, Cloudflare Website Optimization, Datadog, Google Font API

How do I contact Cuddy Financial Services?

Cuddy Financial Services contact info: Phone number: (315) 252-3600 Website: www.cuddyfinancial.com

What does Cuddy Financial Services do?

What are Cuddy Financial Services social media links?

Cuddy Financial Services Linkedin page Cuddy Financial Services Twitter page Cuddy Financial Services Facebook page

Is Cuddy Financial Services a public company?

Cuddy Financial Services is private company therefore does not currently have an official ticker symbol

See more information about Cuddy Financial Services

Cuddy Financial Services Latest Hires and Their Positions

Cuddy Financial Services is expanding and recently hired new employees. Here are the latest additions to the team.

Melissa Pritchard

Administrative Tax 1 Clerk

Joined May 16, 2026

Phone

Jami Brandstetter

Administrative Investment Assistant

Joined May 16, 2026

Phone

Stefanie Raymond

Tax Preparer

Joined May 16, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.