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Daniel R. Cuddy, CPA, CFP® is a registered representative with the following registrations: 6 and 7 and can transact business with clients in AL, AZ, CA, CO, CT, FL, GA, ME, MI, NV, NJ, NY, NC, OH, PA, SC, TX, VA, WI. Daniel R. Cuddy, CPA, CFP® is also an investment adviser agent licensed in NY and FL. Daniel R. Cuddy, CPA, CFP® is an insurance agent licensed in NY (#LA-848820), CT and FL. Kim Emperato is a registered representative with the following registrations 6, 62 and 63 and can transact business with clients in NY. Kim Emperato is also an investment advisor agent licensed in NY. Kim Emperato is Insurance licensed in NY(#LA-1202641). If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. Cuddy Financial Services is not a registered broker/dealer or independent investment advisory firm.
Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of HD Vest Financial Services® or its subsidiaries.This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. - See more at: http://www.cfp.net/for-cfp-professionals/marketing-toolkit/how-to-use-the-cfp-marks#tagline