Social Profile : 
Hours
| Wednesday | 8AM–5PM |
| Thursday | 8AM–5PM |
| Friday | 8AM–5PM |
| Saturday | 9AM–1PM |
| Sunday | Closed |
| Monday | 8AM–5PM |
| Tuesday | 8AM–5PM |
Address and Contact Information
Address: 7 William St, Auburn, NY 13021
Phone: (315) 252-3600
Website: https://www.cuddyfinancial.com/
Services
Financial Consultant
Debt management
Tax planning
Wealth management
Alternative Investments
Auto Insurance
Business Planning
College 529 Plans
Comprehensive Financial Services
Condo Insurance
Cyber Liability Insurance
Disability Insurance
Distribution Strategies
Employer Retirement Plans
Estate Planning Education
Estate Strategy
Family Risk Management
Financial Plans
Individual Retirement Accounts
Insurance Insurance
Investing Strategies
Legal Services
Life Insurance
Long Term Care Planning
Notary Services
Pension Plan
Personal Insurance
Qualified Retirement Plans
Registered Investment Advisory
Retirement Investment
Photo Gallery
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Reviews & Complaints
Sheena Miller
Positive: Professionalism, Quality, Responsiveness, Value
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.
andrew mathews
1/5 and that’s because I can’t give a 0/5 and that’s not because I had a service I didn’t agree with. I applied and called a few times to talk to someone as I am a college student and was asking about there programs for college students. It’s been two weeks I couldn’t even get anyone to answer the phone or return my call even if there where not interested at the time. Ignoring people is a form of ignorance if they do that with an applicant I won’t how they are towards customersDo they listen to customers needs? Very very unprofessional in my opinion
… more Nick Costa
Dan at Cuddy Financial Services has been great. He has been taking excellent care of me and looks out for my best interest. He is one of the top people in his field and I can see why from all the great work he has done for me.
… more Kurt Smith
I have been going to Cuddy Financial for a year now and I am very happy with the services. I meet with monthly with Dan and he is extremely knowledgeable and has been a huge help with everything. I would most definitely recommend their services.
… more kevin jones
Dan is very knowledgeable and gives clear concise information. I trust Cuddy Financial for all my short term, long term, and tax preparation needs.
… more Valerie Norris
Cuddy Financial Services provide the highest quality service you can ask for in a Financial Planner. Dan has been an absolute pleasure to work with and I highly recommend him.
… more Jill Hawk
I am very impressed with Cuddy Financial Services. The staff are very knowledgeable and are able to provide helpful information. They have helped a lot with my tax planning. I would highly recommend if you are in the Auburn area.
… more Steve Gordon
Cuddy Financial Services is top notch. They really get it when it comes to customer service. They are very responsive and have definitely gained my trust.
… more Paul Anderson
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.
… more Greg Larson
At Cuddy Financial Services they listen to your needs and are knowledgeable about how you can accomplish your plans. Very happy with all services provided.
… more Dave Wall
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.
… more Derek Filmoor
The staff at Cuddy Financial Services are knowledgeable, quick and honest.
… more Kevin Sullivan
Very happy with all aspects. I recommend highly.
… more