Daniel R. Cuddy,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel R. Cuddy, CFP®

CPA

Cuddy Financial Services

7 William Street
Auburn, NY 13021
FINANCIAL ADVISOR'S WEBSITE
(315) 252-3600

General

Daniel Cuddy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cuddy Financial Services in Auburn, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

H.D. Vest Financial Services

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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