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Business Profile

CPA

Daniel R. Cuddy CPA PLLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(315) 253-3600Email BusinessWrite a Review

About

Overview

Daniel R. Cuddy CPA PLLC

7 William St

Auburn, NY 13021-3707

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BBB Accreditation & Rating

Daniel R. Cuddy CPA PLLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Comprehensive Wealth management-Investment Management Retirement Planning, Cash Flow & Debt management, Business Planning, Legacy/Estate Planning, Education Planning


Insurance- Fixed & variable Annuities, Life Insurance, Ling Term Care Insurance, Insurance Policy Review


Investments-IRA's, Employer Retirement Plans, Mutual Funds, College 329 Plans


Tax and Accounting- Individual and Business Tax Preparation, Tax Planning and Consulting, Tax Reduction Strategies, Payroll & Sales Tax Reporting


Notary Services

BBB Accredited Since: 12/2/2022

Years in Business: 34

Business Details

Local BBB:
BBB of Upstate New York
BBB File Opened:
12/1/2022
Business Started:
1/1/1992
Business Incorporated:
9/29/2004
Type of Entity:
Professional Corporation (PC)
Alternate Names:
Cuddy Financial Services
Business Management:
Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor
Customer Contacts
Mr. Daniel R Cuddy CPA, CFP,, Financial Advisor
Fax numbers
Primary Fax: (315) 252-3625
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
NYS Education Dept Office of Professions
Education Building
Albany NY 12234
Phone Number: 518-474-3817
http://www.op.nysed.gov/opsearches
Business Categories
CPA, Tax Return Preparation, Financial Services, Tax Consultant, Life Insurance, Retirement Planning Services, Estate Planning and Management, Business Plan, Mutual Funds, College Savings Plans, Wealth Management, End of Life Planning

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