Broker Check

Team

Our Team

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 Avantax.

Daniel R. Cuddy, CPA, CFP®

Wealth Advisor

(315) 252-3600 ext. 31

dcuddy@cuddyfinancial.com

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.

Read more

Rose McIntosh

Financial Services Assistant

(315) 252-3600 ext. 33

rmcintosh@cuddyfinancial.com

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.

Read more

Kristi Matthews

Executive Administrative Assistant

(315) 252-3600 ext. 52

kmatthews@cuddyfinancial.com

Kristi is responsible for assisting clients and coordinating the firm's daily activities to ensure smooth daily operations between our management, staff, and vendors.

Read more

Danelle Ceratt

Client Services Representative

(315) 252-3600 ext. 54

dceratt@cuddyfinancial.com

Danelle is responsible for assisting in servicing clients’ investment accounts and handling administrative matters for the wealth management team.

Read more

Michele Petrosino Whiting

Tax and Accounting Administrative Coordinator

(315) 252-3600 ext. 47

mwhiting@cuddyfinancial.com

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.

Read more

Stefanie Raymond

Tax Preparer

(315) 252-3600 ext. 46

sraymond@cuddyfinancial.com

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.

Read more

Mark Carr

CPA

mcarr@cuddyfinancial.com

Mark is responsible for assisting the Tax & Accounting Department in providing Business Tax & Accounting expertise during the peak of Tax Season.

Read more

Kevin Cunningham

Tax and Accounting Services Assistant & HR Representative

(315) 252-3600 ext. 48

kcunningham@cuddyfinancial.com

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.

Read more

Melissa Pritchard

Tax and Accounting Services Assistant

(315) 252-3600 ext. 60

mtaylor@cuddyfinancial.com

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.

Read more

Patricia Zammett

Receptionist

(315) 252-3600 ext. 42

pzammett@cuddyfinancial.com

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.

Read more