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) 383-6555Website
www.cudlippfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 Org Chart
LN
Financial Assistant
PD
Registered Financial Assistant
MC
Financial Advisor & Accountant
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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... Read More
