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
Utilizing a comprehensive approach to his practices, Dan assists clients with wealth management, cash flow & debt management, family risk management, and planning for retirement, education, legacy, business, and special situation planning.
Financial Services Assistant
(315) 252-3600 ext. 33
Rose processes account transactions and new account applications, and serves as the liaison between the Advisors and our investment clients by servicing investment accounts and handling administrative matters for the wealth management team.
Executive Administrative Assistant
(315) 252-3600 ext. 52
Kristi is responsible for assisting clients and coordinating the firm's daily activities to ensure smooth daily operations between our management, staff, and vendors.
Client Services Representative
(315) 252-3600 ext. 54
Danelle is responsible for assisting in servicing clients’ investment accounts and handling administrative matters for the wealth management team.
Tax and Accounting Administrative Coordinator
(315) 252-3600 ext. 47
Michele 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.
(315) 252-3600 ext. 46
Stefanie is responsible for the preparation of a majority of individual and small business income tax returns. She has continued to perfect her practices with each tax season that passes at Cuddy Financial Services.
Mark is responsible for assisting the Tax & Accounting Department in providing Business Tax & Accounting expertise during the peak of Tax Season.
Tax and Accounting Services Assistant & HR Representative
(315) 252-3600 ext. 48
Kevin is responsible for making certain the final product meets our quality control standards and ensures a seamless tax return delivery process. He also is involved in our firm's human resource practices and IT development.
Tax and Accounting Services Assistant
(315) 252-3600 ext. 60
Melissa is responsible for organizing all incoming personal tax documents from our clients, and ensuring that our tax preparers have everything they need to complete a client's tax return. She is an integral part of client communication.
(315) 252-3600 ext. 42
As our receptionist, Pat is responsible for connecting our clients with the proper departments and handling the scheduling of all different communication options between our firm members and our valued clients.