Cuddy, Daniel R CPA

Our Team Approach

At our business, we believe that a team approach allows us to provide a broader perspective and increased benefits to our clients. Our team of professionals is committed to working together to provide the guidance you need to bring your future into focus with clarity and purpose. We value long-term relationships that encourage open and honest communication, and we strive to earn your trust as your most trusted financial advisor.

Understanding Your Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. We take the time to carefully tailor our services to your financial needs, so that every interaction counts.

An Approach Designed for You

We provide insight and information to help you make the most comprehensive plan for your unique situation. Our team is dedicated to providing the guidance you need to align your ideal retirement with reality. We are here to help you explore the choices you may have already heard about and determine which ones fit your individual strategy.

Retirement

Retirement is a significant milestone that requires careful planning and preparation. We understand that "Will I outlive my money?" is a common concern for retirement-minded investors. That's why we take a proactive role in helping our clients pursue valued personal and financial goals by providing superior service and guidance unique to each client's needs, priorities, and opportunities.

Our Services

We provide comprehensive financial services solutions to clients with wealth valued at $10,000 or $100,000. Our services include securities, insurance, money management services, and banking solutions. We take protecting your data and privacy very seriously, and we are committed to providing the guidance you need to make informed decisions about your financial future.

Our team of professionals is dedicated to helping you pursue your financial goals. Whether you are saving for retirement, planning for your family's future, or managing your investments, we are here to help. We believe that every interaction counts, and we are committed to providing the superior service and guidance you need to achieve your financial goals.

At our business, we take a proactive role in helping our clients pursue valued personal and financial goals by providing superior service and guidance unique to each client's needs, priorities, and opportunities. Since its inception in 1983, Avantax supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions. We are proud to be a part of the Avantax family of companies, which exclusively provide investment products and services through its representatives.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services SM, Insurance services offered through Avantax Affiliated Insurance Agency.