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:
We also can answer your questions, including:
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 Avantax.
(315) 252-3600 ext. 31
Dan has over 30 years experience in financial services, wealth management, public accounting and tax planning.
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.
Executive 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.
Dee Dee joined the firm in 2019. She is responsible for overseeing and supporting all aspects of the firm including human resources, information technology, marketing, and administrative support. In addition, Dee Dee provides support...
Client Services Representative
Danelle is responsible for assisting in servicing clients’ investment accounts and handling administrative matters for the wealth management team. Danelle joined Cuddy Financial Services in 2019. She is a Notary Public and has...
Michele joined the firm in July of 2019. She is responsible for assisting the tax department with daily tasks, helping to coordinate the tax season and assisting with tax related activities throughout the year. Michele resides in...
Stefanie Raymond joined the firm in 2020. She has been preparing both individual and small business tax returns. Stefanie has over 10 years’ experience of tax prep.
Mark is responsible for overseeing the tax and accounting engagements.
Mark joined the firm in 2018 and brings with him over 30 years of experience in the tax and accounting business. Mark has extensive experience in the construction industry, unions, professional services as well as real estate...
Special Projects Associate
Liam recently graduated from Niagara University with a degree in Communications and Media studies, and minored in Writing, Philosophy and Film. At Cuddy Financial, he holds the title of Special Projects Associate and works to update...
Bridget is a recent 2020 graduate from The Pennsylvania State University where she double-majored in Spanish and Global and International Studies. She received her honors degree in Community, Environment, and Development. Bridget has...
Josh recently finished his sophomore year at the University of Pittsburgh. While in school, he studies Industrial Engineering and plans to minor in Economics. At Cuddy Financial, he works as a Special Projects Associate, with a focus...
Accounting and Tax Manager
Tax and Accounting Services Assistant