Cuddy Financial Services

About Cuddy Financial Services

Insight and information to help you make the most comprehensive plan for YOU

How does your ideal retirement differ from reality, and what can we do to better align the two? Carefully tailored to your financial needs

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

We can provide you with the guidance to bring your future into focus with clarity and purpose

Where do you want to go? We'll get there, together.

Our first priority is helping you take care of yourself and your family We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success

What is the #1 Concern About Retirement?

"Will I outlive my money?" is the most common question we hear from retirement-minded investors

Learn more about each team member’s background and strengths which help them earn “most trusted” status with our clients

Whether your wealth is valued at $10,000 or $100,000, it is important that you are taking steps to actively address the issues that managing wealth presents

We take a proactive role in helping our clients pursue valued personal and financial goals by providing superior service and guidance unique to each client’s needs, priorities and opportunities

Since its inception in 1983, Avantax supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions, including securities, insurance, money management services and banking solutions

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Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled We’re here to help with our latest ebook Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy