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Cuddy Financial Services Employee Directory

Financial ServicesNew York, United States0-1 Employees

Cuddy Financial Services is a small financial services firm based in Auburn, Upstate New York. It provides professional tax and accounting support for both businesses and individuals, covering a wide range of matters from routine accounting and taxation to IRS problem resolution. The firm also assists with estates and trusts, business formation, and real estate and business sales transactions.

Its client base includes individuals and businesses seeking specialized tax and accounting services within the financial services industry. In 2018, Cuddy Financial Services partnered with Navirum to improve data quality in Salesforce and provide advisors with a single, reliable workspace.

Find Cuddy Financial Services employees' phone numbers or email addresses

Cuddy Financial Services Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Cuddy Financial Services's Leadership

  • Stylized image of a person
    P. H.
    Tax And Accounting Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Senior Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Cfp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Client Relationship Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Adminstrative Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Financial Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. O.
    Junior Financial Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Client Services Representative
    Phone icon
    Mobile Phone

Cuddy Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Cuddy Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. H.
    Tax And Accounting Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    D. B.
    Senior Accountant
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 18, 2024
  • Stylized image of a person
    D. C.
    Cfp
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 29, 2026
  • Stylized image of a person
    C. T.
    Client Relationship Coordinator
    Phone icon
    Mobile Phone
    United StatesNew York
    May 29, 2026
  • Stylized image of a person
    M. W.
    Adminstrative Coordinator
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 24, 2026
  • Stylized image of a person
    R. M.
    Financial Services Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    K. O.
    Junior Financial Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    D. C.
    Client Services Representative
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Summer Intern
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Counsel
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Cuddy Financial Services known for?

Minus sign iconPlus sign iconCuddy Financial Services operates in the Financial Services industry. The company's main headquarters is located in 7 William Street Auburn, New York 13021 United States; you can contact the main corporate office by phone at
+1-315-252-****
. Explore Cuddy Financial Services's company overview page for more information.

What is Cuddy Financial Services's most common email format?

Minus sign iconPlus sign iconCuddy Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cuddy Financial Services email formats with LeadIQ.

How many employees does Cuddy Financial Services have currently?

Minus sign iconPlus sign iconCuddy Financial Services has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cuddy Financial Services's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Cuddy Financial Services's key employees include:

  • Tax And Accounting Manager: P. H.
  • Senior Accountant: D. B.
  • Cfp: D. C.
  • Client Relationship Coordinator: C. T.
  • Adminstrative Coordinator: M. W.

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