Cuddy Financial Services
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
7 William St, Auburn, New York, 13021, U...Phone Number
(315) 252-3600Website
www.cuddyfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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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
Cuddy Financial Services Org Chart
MW
Tax & Accounting Administrative Coordinator
RM
Financial Services Associate
LM
Tax Associate
KC
HR Representative & IT Liaison & Tax Administ...
CC
Business Intelligence & Analytics Specialist
KO
Junior Financial Assistant
KB
Administrative Assistant, Accounting
PZ
Financial Receptionist
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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... Read More
