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If you have any unanswered questions, please let us know.
There are five easy ways to contact us. Simply call, email, fax, write or just stop by.
Cuddy Financial Services
7 William St.
Auburn, NY, 13021
info@cuddyfinancial.com
Phone: (315)252-3600
Fax: (315)252-3625
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Daniel R. Cuddy, CPA, CFP®, *Advisory Representative
Dan has over 20 years experience in financial planning, investment management, public accounting and tax planning. Dan utilizes a comprehensive approach to wealth management, which includes assisting clients with investment management, cash flow & debt management, family risk management, retirement planning, education planning, legacy planning, business planning and special situations planning.
Dan is a graduate of Cayuga Community College and SUNY @ Albany. Dan’s credentials include Certified Public Accountant (CPA) and Certified Financial Planner Professional (CFP®).
Dan Cuddy is a registered representative registered to transact business with clients in AL, CA, FL, GA, MI, NV, NY, NC, OH, PA, SC, TX, VA. Dan Cuddy is advisory licensed in NY. Dan Cuddy is also an insurance agent licensed in NY and FL. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC. *Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038.
Ph: 315-252-3600; ext. 23 / Email: dcuddy@cuddyfinancial.com
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Kim Emperato, Director of Firm Operations, *Advisory Representative
Kim manages the office, and is responsible for overseeing client services, monitoring project workflow, and managing the firm’s technology. She is also responsible for marketing, human resources and internal accounting.
Kim joined Cuddy Financial Services in January 2002. She has a comprehensive background in office administration and operations, as well as several years in banking and retail management. Kim is a Notary Public, and is a graduate of Auburn High School, Cayuga Community College and Leadership Cayuga.
Kim Emperato is a registered representative registered to transact business with clients in NY, and is advisory licensed in NY. Kim Emperato is also an insurance agent licensed in NY. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC. *Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038.
Ph: 315-252-3600; ext. 16 / Email: kemperato@cuddyfinancial.com
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Rose McIntosh, Financial Services Assistant
Rose is responsible for servicing clients’ investment accounts and handling administrative matters for the wealth management team. Rose serves as the liaison between the advisors and our investment clients. She processes account transactions and handles new account applications.
Rose joined Cuddy Financial Services in August 2002 and has several years of experience in the Banking/Client Services field. She is a graduate of Blair High School in CA and attended Pasadena City College
Ph: 315-252-3600; ext. 14 / Email: rmcintosh@cuddyfinancial.com
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Wendy Marsden-Fetridge, Accounting Manager
Wendy is responsible for overseeing the tax and accounting department and managing business tax and financial statement engagements. She coordinates the accounting workflow and acts as the key liaison between Dan and our business clients.
Wendy joined Cuddy Financial Services in 2009, and brings over 20 years of accounting and audit experience to our firm. She is a graduate of Nazareth College.
Ph: 315-252-3600; ext. 24 / Email: wfetridge@cuddyfinancial.com
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Jennifer Lawson, Staff Accountant
Jennifer supports the Accounting Department throughout all phases of accounting engagements. She also provides Quickbooks assistance to our accounting clients and assists in the preparation of business & individual income tax returns, sales & payroll tax reports and other required reports for tax/accounting clients.
Jennifer joined the firm in 2010 with several years of public accounting experience. She is a graduate of Rochester Institute of Technology.
Ph: 315-252-3600 / Email: jlawson@cuddyfinancial.com
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Susan Michaels, Staff Accountant
Sue provides various bookkeeping services for our small business clients.
Sue joined Cuddy Financial Services in January 2006. She is a graduate of Cayuga Community College and LeMoyne College, and has a comprehensive background in both public and private accounting.
Ph: 315-252-3600; ext. 20 / Email: smichaels@cuddyfinancial.com
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Richard Gray, CFP®, Tax Preparer
Rick joined Cuddy Financial Services as a Tax Preparer in January 2011, after relocating back to his hometown of Auburn. He is a CERTIFIED FINANCIAL PLANNER™ Professional and has retired from a long and successful career in Information Systems.
Rick prepares income tax returns for individual and fiduciary clients. He obtained his BS in Accounting from LeMoyne College and his MBA from St. John Fisher College.
Ph: 315-252-3600; ext. 15 / Email: rgray@cuddyfinancial.com
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Kari Lawson, Office Assistant
Kari is responsible for day to day activities in our front office. She manages Dan’s calendar and coordinates client service requests & related paperwork.
Kari joined Cuddy Financial Services in 2011. She has a background in banking and is a graduate of Cayuga Community College and SUNY @ Oswego.
Ph: 315-252-3600; ext. 10 / Email: klawson@cuddyfinancial.com
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Nora Cuddy, Tax Assistant
Nora is responsible for gathering and compiling our clients' tax data to assist in the preparation of individual income tax returns. She also provides administrative support to staff and clients.
Nora's background includes several years providing administrative support to various nonprofit agencies. She is a graduate of Williams College, and joined the firm in 2009.
Ph: 315-252-3600; ext. 12 / Email: ncuddy@cuddyfinancial.com
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