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Cuddy Financial Services
- Auburn, NY
About this business
Cuddy Financial Services is a full-service wealth management firm that has been serving the Auburn, NY area for over 20 years. We offer a wide range of financial services, including insurance, investments, tax and accounting, and notary services. We are committed to providing our clients with the best possible service and advice, and we are always looking for new ways to help them reach their financial goals. We accept all major credit cards.
Location details
7 William Street, Auburn, NY, 13021, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dan is very knowledgeable and gives clear concise information. I trust Cuddy Financial for all my short term, long term, and tax preparation needs.
I knew at my first appointment that Dan Cuddy was who I wanted to handle my investments. I knew he was very knowledgeable and I felt like I had known him for years. I trust that he looks out for my best interest with a deep understanding of the markets, analytical skills and training. His office staff is awesome and always very responsive to my needs. They make you feel comfortable almost like family. I always look forward to my appointments with Dan and his staff.
Very happy with all aspects. I recommend highly.
My wife and I are very happy with Dan as our financial and tax advisor. He is a true professional as is his staff. He has consistently provided us with timely and pertinent information.
When you are a client of Cuddy Financial you always feel like you are their only client, always having any issue dealt with promptly and professionally.
Frequently asked questions about Cuddy Financial Services
How is Cuddy Financial Services rated?
Cuddy Financial Services has a 5 star rating with 12 reviews.
When is Cuddy Financial Services open?
Cuddy Financial Services is closed now. It will open on Monday at 8:00 a.m.