Cudlipp Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

125 Sullys Trl Ste 2, Pittsford, New Yor...

Phone Number

(585) 383-6555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Cudlipp Financial Services

Cudlipp Financial Services, Inc. is a Pittsford, NY-based financial planning firm dedicated to assisting individuals, families, and businesses in achieving their investment goals. The firm focuses on providing accessible and stress-free financial planning services without net worth minimums, emphasizing open communication and trust-based relationships. They offer a range of services tailored particularly for law enforcement professionals, ensuring ethical and jargon-free solutions. Affiliated with Osaic Wealth, Inc., they leverage additional resources to enhance client experiences.Explore more
Cudlipp Financial Services's Social MediaPopular SearchesCudlipp Financial Services IncCudlipp Financial ServicesCudlipp Accounting Services IncCudlipp Advisor Services LLCCudlipp FinancialSIC Code 62,628NAICS Code 52,523Show more

Cudlipp Financial Services Org Chart

PhoneEmail
EP
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Marketing & Office Coordinator

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LN
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Financial Assistant

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PD
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Registered Financial Assistant

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MC
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Financial Advisor & Accountant

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Type

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Founded In

Top Executive

Cudlipp Financial Service...

<$5M
1-10
Private
-
2002
EP
Eleanor PriceMarketing & Office Coordinator
$6.5M
1-10
Private
-
1990
<$5M
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-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
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-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2017
JW
Jay WallingerFinancial Advisor
<$5M
1-10
Private
-
-
TL
Terra LeoTeam Member
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cudlipp Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cudlipp Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cudlipp Financial Services.

Cudlipp Financial Services Tech Stack

A closer look at the technologies used by Cudlipp Financial Services

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Frequently Asked Questions Regarding Cudlipp Financial Services

What is Cudlipp Financial Services's official website?
Cudlipp Financial Services's official website is www.cudlippfinancial.com
What is Cudlipp Financial Services's Revenue?
Cudlipp Financial Services's revenue is <$5 Million
What is Cudlipp Financial Services's SIC code?
Cudlipp Financial Services's SIC: 62,628
What is Cudlipp Financial Services's NAICS code?
Cudlipp Financial Services's NAICS: 52,523
How many employees does Cudlipp Financial Services have?
Cudlipp Financial Services has 1-10 employees
What industry does Cudlipp Financial Services belong to?
Cudlipp Financial Services is in the industry of: Finance, Securities Trading
What is Cudlipp Financial Services competition?
Cudlipp Financial Services top competitors include: Christopher Santelli, Copper Canyon Wealth Management, Wallinger Financial Services, Lindblad Financial Group
What technology does Cudlipp Financial Services use?
Some of the popular technologies that Cudlipp Financial Services uses are: Smarsh, Google Font API, Node.js, Google Tag Manager
How do I contact Cudlipp Financial Services?
Cudlipp Financial Services contact info: Phone number: (585) 383-6555 Website: www.cudlippfinancial.com
What does Cudlipp Financial Services do?

Cudlipp Financial Services, Inc. is a Pittsford, NY-based financial planning firm dedicated to assisting individuals, families, and businesses in achieving their investment goals. The firm focuses on providing accessible and stress-free financial planning services without net worth minimums, emphasizing open communication and trust-based relationsh... ips. They offer a range of services tailored particularly for law enforcement professionals, ensuring ethical and jargon-free solutions. Affiliated with Osaic Wealth, Inc., they leverage additional resources to enhance client experiences.Read More

What are Cudlipp Financial Services social media links?
Cudlipp Financial Services Linkedin page
Is Cudlipp Financial Services a public company?
Cudlipp Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Cudlipp Financial Services

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