Cuddy Financial Services logo

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
19

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  • United States Of America
    19

Cuddy Financial Services's Leadership

  • Client Services Representative at Cuddy Financial Services
    D. C.
    Client Services Representative
  • Summer Intern at Cuddy Financial Services
    J. C.
    Summer Intern
  • Counsel at Cuddy Financial Services
    J. S.
    Counsel
  • Tax Preparer at Cuddy Financial Services
    S. R.
    Tax Preparer

Cuddy Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from Cuddy Financial Services

Name
Title
Contact
Location
Last Update
  • Client Services Representative at Cuddy Financial Services
    D. C.
    Client Services Representative
    Oct 21, 2024
  • Summer Intern at Cuddy Financial Services
    J. C.
    Summer Intern
    Oct 16, 2024
  • Counsel at Cuddy Financial Services
    J. S.
    Counsel
    Oct 16, 2024
  • Tax Preparer at Cuddy Financial Services
    S. R.
    Tax Preparer
    Oct 16, 2024

Frequently Asked Questions

What is Cuddy Financial Services known for?

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Cuddy Financial Services operates in the Financial Services industry. You can contact Cuddy Financial Services's main corporate office by phone at . Explore Cuddy Financial Services's company overview page for more information.

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

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Cuddy Financial Services employees' email format typically follows the pattern of FLast@cuddyfinancial.com. 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?

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Cuddy Financial Services has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Cuddy Financial Services's key employees include:

  • Client Services Representative: D. C.
  • Summer Intern: J. C.
  • Counsel: J. S.
  • Tax Preparer: S. R.

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