Cuddy Financial Services

Cuddy Financial Services is a financial planning practice that helps individuals and families plan for retirement and manage their wealth. It works as a team, starting with each client's personal situation, goals and attitude to risk, and aims for long-term relationships built on open communication.

What Cuddy Financial Services offers

• Retirement planning: comparing a client's ideal retirement with reality and closing the gap, including the risk of outliving savings.
• Wealth management: investment guidance tailored to each client's needs and priorities.
• Tax return services: preparing returns, with a client portal for tax communication.
• Estate strategy guidance: material on the SECURE Act and its effect on investment and estate plans.
• Client portals: online access to investment and planning accounts.

Who it serves

The practice serves individuals and families, particularly people approaching retirement, whatever the size of their savings.

Key facts

• Network: works with Avantax, a network of tax and financial professionals
• Approach: team-based planning