Daniel Cuddy Email & Phone Number
CFP @ Cuddy Financial Services
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Daniel Cuddy Location
- Auburn, NY, US
Daniel Cuddy Work
- 1993 -now CFP @
- 1992 -now CPA @ Cuddy Financial Services
- 1992 -now Registered Representative @ Avantax Investment Services℠
- 1992 -now Advisory Representative @ Avantax Investment Services℠
- 1984 -1987 Staff Accountant @ Shiroki Associates, CPAs, PC
Daniel Cuddy Education
- SUNY Albany
BS (Business with Accounting Concentration)
1982-1984 - Cayuga County Community College
Associate of Arts (A.A.) (Accounting and Business/Management)
1980-1982
Daniel Cuddy Skills
- Estate Planning
- Financial Advisory
- Series 63
- High Net Worth
- CPA
- Financial Planners
- Income Tax
- Accounting
- Personal Tax Planning
- Insurance
- Retirement Planning
- Tax
- Portfolio Management
- Investments
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Corporate Tax
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Risk Management
- Asset Management
- Personal Financial
- Financial Analysis
- Disability Insurance
- Public Accounting
- Personal Financial Planning
- Long Term Care Insurance
- Tax Preparation
- QuickBooks
- Small Business
- Financial Statements
- Strategic Financial
- Tax Returns
- Retirement
- S Corporations
- Investment Management
Daniel Cuddy Summary
- Daniel Cuddy, based in Auburn, NY, US, is currently a CFP at Cuddy Financial Services. Daniel Cuddy brings experience from previous roles at Cuddy Financial Services, Avantax Investment Services℠ and Shiroki Associates, CPAs, PC. Daniel Cuddy holds a 1982 - 1984 BS in Business with Accounting Concentration @ SUNY Albany. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, High Net Worth, CPA and more. Daniel Cuddy has 2 emails and 1 mobile phone numbers on RocketReach.
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