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Daniel R. Cuddy, CPA, CFP®

Daniel R. Cuddy, CPA, CFP®

Wealth Advisor

Dan has over 30 years of experience in financial services, wealth management, public accounting, and tax planning. Dan is a graduate of Cayuga Community College and SUNY @ Albany. Dan’s credentials include Certified Public Accountant (CPA) and Certified Financial Planner Professional (CFP®).