Reviews

Star Rating:

***** Cuddy Financial Services is rated 5.0 out of 5 stars, based on 47 reviews!

  • *****

    Very happy with all aspects. I recommend highly.

  • *****

    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.

  • *****

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

  • *****

    The staff at Cuddy Financial Services are knowledgeable, quick and honest.

  • *****

    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.

  • *****

    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.

  • *****

    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.

  • *****

    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.

  • *****

    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.

  • *****

    When you are a client of Cuddy Financial you always feel like you are their only client, always having any issue dealt with promptly and professionally.

  • *****

    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.

  • *****

    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.

  • *****

    Very happy with all aspects. I recommend highly.

  • *****

    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.

  • *****

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

  • *****

    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.

  • *****

    My husband and I have used Cuddy Financial Services for years. He and his staff are very knowledgeable and helpful with any questions we have. Whether it's tax return or financial support, Dan provides quick and efficient service. Dan and his staff have provided us with the long and steady service that has us well established for our retirement years. Even our children are now going to Dan for their financial needs!

  • *****

    Great
    I would recommend Cuddy Financial to anyone and I have in the past and present. I am very happy and pleased that I chose Dan Cuddy for my investments.

  • *****

    I would recommend Cuddy Financial to anyone and I have in the past and present. I am very happy and pleased that I chose to work with Dan Cuddy.

  • *****

    I have been with Dan since he started his practice. I trust him and would recommend him to family and friends. He always has my best interests in mind..

  • *****

    I have been with Dan since he started his practice. I trust him and would recommend him to family and friends. He always has my best interests in mind for both taxes and investments.

  • *****

    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.

  • *****

    Amazing service
    I trust Dan and would recommend him to family and friends. He always has my best interests in mind for both taxes and investments.

  • *****

    When you are a client of Cuddy Financial you always feel like you are their only client, always having any issue dealt with promptly and professionally.

  • *****

    Dan's knowledge is vast and his integrity beyond reproach. This holds true for his entire staff, I highly recommend.

  • *****

    Great
    At Cuddy Financial Services they are knowledgeable, quick and honest. Working with Dan for the past few years has been very beneficial.

  • *****

    I would recommend Cuddy Financial to anyone and I have in the past and present. I am very happy and pleased that I chose Dan Cuddy for my investments.

  • *****

    Without question, I recommend Dan Cuddy and his team for investment advice. Dan's knowledge is vast and his integrity beyond reproach. This holds true for his entire staff.

  • *****

    Great service
    Owner and employees are knowledgeable, experienced, trustworthy and friendly. Financial advice is outstanding.

  • *****

    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.

  • *****

    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.

  • *****

    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.

  • *****

    The staff at Cuddy Financial Services are knowledgeable, quick and honest.

  • *****

    Dan and his staff at Cuddy Financial Services are amazing. They are so caring and we are very happy to have them.

  • *****

    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.

  • *****

    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.

  • *****

    I have been going to Dan at Cuddy Financial Services for almost 10 years now and he has been very good to work with. He is very easy to talk to and has given me great advice over the years.

  • *****

    Amazing
    I was referred to Cuddy Financial Services many years ago by a friend of mine and I have been very happy with the services Dan has provided. He is extremely knowledgeable and great to work with.

  • *****

    Great
    Cuddy Financial Services provide excellent efficient services. I have been more than satisfied with everything they have done for me.

  • *****

    The best
    I use Cuddy Financial Services regularly and Dan has been extremely helpful. He really looks out for my best interest and I would absolutely recommend him.

  • *****

    Great
    I have been going to Cuddy Financial Services for about a year now and I can see the impact they have made they have been really helpful. Dan is highly knowledgeable and is great at what he does.

  • *****

    Outstanding
    Dan at Cuddy Financial Services is amazing. I have been coming to him for years now and he has been extremely helpful with all of the advice he has given me.

  • *****

    Always know I'm getting the honest truth at Cuddy Financial Services.

  • *****

    Cuddy Financial Services has a great staff who are always responsive and get back to you quickly.

  • *****

    They take very good care of me over at Cuddy Financial Services. Dan is extremely knowledgeable and is a great financial planner. I highly recommend his services.

  • *****

    I have been more than satisfied with the services I have received from Cuddy Financial. I meet with Dan monthly and he has been great, he looks out for his clients best interests.

  • *****

    I have been using Cuddy Financial Services regularly for the past few years and they are amazing. Dan knows so much and has been a huge help.