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        (315) 252-3600Visit WebsiteMap & Directions7 William StAuburn, NY 13021Write a Review

        More Info

        General Info
        We provide comprehensive wealth management services to individuals, families and businesses who want to reduce their taxes, invest for the future and feel confident in their financial plans. We combine our tax and investment expertise with each clientâ??s specific objectives to design sound plans that reflect their particular vision for the future.
        Email
        Extra Phones

        Fax: (315) 252-3625

        Brands
        quickbooks
        Payment method
        amex, cash, check, debit, discover, master card, visa
        Location
        Federal House
        Other Link

        http://www.cuddyfinancial.com

        Categories
        Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Banks, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

        Reviews

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        DW
        Doug W.

        12/08/2015

        Overall

        Dan's knowledge is vast and his integrity beyond reproach. This holds true for his entire staff, I highly recommend.

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        PH
        Pete H.

        11/13/2015

        Overall

        Without question, I recommend Dan Cuddy and his team for investment advice. Dan's knowledge is vast and his integrity beyond reproach. This holds true for his entire staff.

        Helpful(0)Flag
        RK
        Ross K.

        10/21/2015

        Overall

        I have been going to Dan at Cuddy Financial Services for almost 10 years now and he has been very good to work with. He is very easy to talk to and has given me great advice over the years.

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        TR
        Tiff R.

        09/24/2015

        Overall

        I have been using Cuddy Financial Services regularly for the past few years and they are amazing. Dan knows so much and has been a huge help.

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        SJ
        Sean J.

        08/26/2015

        Overall

        I have been more than satisfied with the services I have received from Cuddy Financial. I meet with Dan monthly and he has been great, he looks out for his clients best interests.

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        TS
        Tanner S.

        07/31/2015

        Overall

        They take very good care of me over at Cuddy Financial Services. Dan is extremely knowledgeable and is a great financial planner. I highly recommend his services.

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        SG
        Shane G.

        05/29/2015

        Overall

        Cuddy Financial Services has a great staff who are always responsive and get back to you quickly.

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        DF
        Dan F.

        02/25/2015

        Overall

        Always know I'm getting the honest truth at Cuddy Financial Services.

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        Details

        Phone: (315) 252-3600

        Address: 7 William St, Auburn, NY 13021

        Website: http://www.cuddyfinancial.com

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