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Cuddy Financial Services

  • Investment Service
  • Auburn, NY
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About this business

FinanceFinancial ServicesInvestment Service

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 client’s specific objectives to design sound plans that reflect their particular vision for the future. 

Location details

7 William Street, Auburn, NY, 13021, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.012 reviews
kevin jones's profile image
kevin jones 
3 years ago

Dan is very knowledgeable and gives clear concise information. I trust Cuddy Financial for all my short term, long term, and tax preparation needs. 

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Sheena Miller 
3 years ago

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. 

Kevin Sullivan's profile image
Kevin Sullivan 
3 years ago

Very happy with all aspects. I recommend highly. 

Paul Anderson's profile image
Paul Anderson 
7 years ago

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. 

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Dave Wall 
7 years ago

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. 

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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 open now. It will close at 5:00 p.m.