Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Dan Cuddy through his affiliation with HD Vest

Dan has over 30 years experience in financial services, wealth management, public accounting and tax planning.

Read more

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.

Read more

Julie provides administrative and operational support to our Wealth Management team, and assists our Advisors in ensuring superior service to our Wealth Management clients. She is also responsible for assisting clients, scheduling...

Read more

Kristi Matthews

Administrative Assistant



Kristi joined the Firm in December 2014. She is responsible for assisting clients and coordinating the firm's daily activities. Kristi resides in Weedsport, and possesses over 20 years of experience in the legal/administrative field.

Read more

Mark is responsible for overseeing the tax and accounting department and managing business tax and financial statement engagements.

Read more

Susan has been with Cuddy Financial Services since 2006. She provides broad based support to the accounting department in an array of financial functions, including client-related accounting, reporting and data collection. Susan is a...

Read more

Lori joined the Small Business Accounting Team at Cuddy Financial Services in 2017. She works with clients to deliver corporate and partnership tax returns and financial statements. Lori has over 30 years experience in the field of...

Read more

Andrew joined Cuddy Financial Services in February 2016. He works with individual tax clients, preparing returns and assisting with the coordination of the workflow in the Tax Department. He is a graduate of Ithaca College with a...

Read more

Lynn prepares income taxes for individual clients. She joined Cuddy Financial Services in January 2017, and has 15 years of experience in governmental accounting and budgeting. Lynn is a graduate of Hamilton College and she has an MBA...

Read more

Julie Angus

Tax Administrative Associate



Julie joined out team in January of 2018. She is responsible for the intake process of all tax related documentation and is our key liaison between our tax and accounting department, and our clients. Julie attended Tompkins Cortland...

Read more