Cuddy Financial Services William St, Auburn

Cuddy Financial Services Reviews

• S

  Sheena Miller
  5

  I knew at my first appointment that Dan Cuddy was who I wanted to handle my investments. I knew he was very knowledgeable and I felt like I had known him for years. I trust that he looks out for my best interest with a deep understanding of the markets, analytical skills and training. His office staff is awesome and always very responsive to my needs. They make you feel comfortable almost like family. I always look forward to my appointments with Dan and his staff.

• N

  Nick Costa
  5

  Dan at Cuddy Financial Services has been great. He has been taking excellent care of me and looks out for my best interest. He is one of the top people in his field and I can see why from all the great work he has done for me.

• K

  Kurt Smith
  5

  I have been going to Cuddy Financial for a year now and I am very happy with the services. I meet with monthly with Dan and he is extremely knowledgeable and has been a huge help with everything. I would most definitely recommend their services.

• a

  andrew mathews
  1

  1/5 and that's because I can't give a 0/5 and that's not because I had a service I didn't agree with. I applied and called a few times to talk to someone as I am a college student and was asking about there programs for college students. It's been two weeks I couldn't even get anyone to answer the phone or return my call even if there where not interested at the time. Ignoring people is a form of ignorance if they do that with an applicant I won't how they are towards customers Do they listen to customers needs? Very very unprofessional in my opinion

• V

  Valerie Norris
  5

  Cuddy Financial Services provide the highest quality service you can ask for in a Financial Planner. Dan has been an absolute pleasure to work with and I highly recommend him.

• k

  kevin jones
  5

  Dan is very knowledgeable and gives clear concise information. I trust Cuddy Financial for all my short term, long term, and tax preparation needs.

• J

  Jill Hawk
  5

  I am very impressed with Cuddy Financial Services. The staff are very knowledgeable and are able to provide helpful information. They have helped a lot with my tax planning. I would highly recommend if you are in the Auburn area.

• S

  Steve Gordon
  5

  Cuddy Financial Services is top notch. They really get it when it comes to customer service. They are very responsive and have definitely gained my trust.

• P

  Paul Anderson
  5

  My wife and I are very happy with Dan as our financial and tax advisor. He is a true professional as is his staff. He has consistently provided us with timely and pertinent information.

• G

  Greg Larson
  5

  At Cuddy Financial Services they listen to your needs and are knowledgeable about how you can accomplish your plans. Very happy with all services provided.