Cuddy Financial Services

Cuddy Financial Services is a financial planner in Auburn, NY. The firm provides a wide range of services including wealth management, retirement planning, estate planning, and investment management, alongside specialized tax and accounting services such as tax preparation, tax planning, and payroll and sales tax reporting. They serve individuals, families, and businesses looking to reduce tax liabilities and invest for the future. The firm maintains a 5.00 rating.

The firm operates with a unique perspective as CPAs, ensuring that all investment-related decisions and financial planning strategies incorporate essential tax planning elements. Their approach utilizes a disciplined method to examine eight interrelated wealth management issues, considering how adjustments in one area affect the others. Beyond investment management, the team offers solutions for family risk management, cash flow and debt management, and education or business planning. Their professional services also include life insurance, long-term care planning, and the management of various retirement accounts, such as IRAs, 401Ks, and SEP plans.

Located on William St, the office is a short walk from the Cayuga County Court House and the Auburn Public Theater. The business is also situated near the Seward House Museum and Saint Mary's Parochial School.

Cuddy Financial Services is recognized for its comprehensive, tax-intelligent approach to wealth management. The firm is known for its ability to provide a 360-degree view of a client's financial information, leveraging tax expertise to maximize financial success and deliver after-tax adjusted rates of return.

By integrating tax and investment expertise, Cuddy Financial Services provides the foundation for long-term financial freedom for clients throughout Auburn.