At-a-glance
Related Categories
Overview
Comprehensive Wealth management-Investment Management Retirement Planning, Cash Flow & Debt management, Business Planning, Legacy/Estate Planning, Education Planning
Insurance- Fixed & variable Annuities, Life Insurance, Ling Term Care Insurance, Insurance Policy Review
Investments-IRA's, Employer Retirement Plans, Mutual Funds, College 329 Plans
Tax and Accounting- Individual and Business Tax Preparation, Tax Planning and Consulting, Tax Reduction Strategies, Payroll & Sales Tax Reporting
Notary Services
Business Details
- Location of This Business
- 7 William St, Auburn, NY 13021-3707
- BBB File Opened:
- 12/1/2022
- Years in Business:
- 32
- Business Started:
- 1/1/1992
- Business Incorporated:
- 9/29/2004
- Accredited Since:
- 12/2/2022
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Professional Corporation (PC)
- Alternate Business Name
- Cuddy Financial Services
- Business Management
- Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor
- Contact Information
Principal
- Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor
Customer Contact
- Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor
- Additional Contact Information
Fax Numbers
- (315) 252-3625Primary Fax
Email Addresses
- Primary
- (315) 252-3625
Customer Complaints
0 Customer Complaints
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