Celebrating Life, One Family at a Time
At Cudlipp Financial Services, Inc., we believe that financial planning should be accessible and stress-free for everyone. Our team, led by Michael Cudlipp, AIF, is dedicated to helping individuals, families, and businesses achieve their unique financial goals. With a focus on exceptional client service and personalized attention, we work closely with our clients to create tailored financial plans that suit their needs and aspirations.
Our Philosophy
Our philosophy is built on a foundation of trust, transparency, and open communication. We take the time to understand our clients' unique circumstances, goals, and concerns, and we-work closely with them to develop customized financial plans that address their needs and goals. We believe in empowering our clients with the knowledge and tools necessary to make informed financial decisions, and we strive to build long-term relationships built on trust and respect.
Our Services
At Cudlipp Financial Services, Inc., we offer a comprehensive range of financial services designed to help our clients achieve their goals and pursue their passions. Our services include:
- Financial Planning: We work with our clients to create personalized financial plans that align with their goals and aspirations.
- Investment Management: We offer investment management services, including retirement planning, estate planning, and wealth management.
- Insurance and Risk Management: We help our clients protect their financial well-being by providing guidance on insurance and risk management strategies.
- Tax and Estate Planning: Our team of financial professionals helps our clients navigate the complexities of tax and estate planning.
Meet Our Team
At Cudlipp Financial Services, Inc., our team is comprised of experienced and passionate financial professionals dedicated to helping our clients achieve their goals. Our team includes:
- Michael Cudlipp, AIF: President and founder of Cudlipp Financial Services, Inc. Michael has over 30 years of experience in the financial services industry and has earned a reputation for his expertise and commitment to his clients.
- Mariah Cudlipp-Gant, CFP: Registered Representative and daughter of Michael Cudlipp, Mariah is a rising star in the financial services industry, with a passion for helping her clients achieve their goals.
- Kaitlyn Trumbull: Financial Assistant, Kaitlyn is a dedicated and organized professional who supports our team in providing exceptional client service.
- Terianne Payton, CFP: Registered Financial Assistant, Terianne brings a wealth of experience and knowledge to our team, with a focus on marketing, onboarding new clients, and daily operations.
Get Started
At Cudlipp Financial Services, Inc., we believe that everyone deserves access to expert financial guidance. We invite you to learn more about our services and team by exploring our website, contacting us directly, or scheduling a consultation with one of our professionals. We look forward to helping you achieve your financial goals.
Cautionary Warnings
Some reviewers have expressed concerns about the company's practices, citing similarities to a bikini design, where what looks good is presented but not the entire picture. One reviewer, Martin McMillan, shares a personal experience where he was led to believe something would work for his business, but it ultimately didn't. He warns others to be cautious and do their research before committing.
Exceptional Service and Expertise
On the other hand, several reviewers have had exceptional experiences with the company. They praise their financial advisors for being attentive, knowledgeable, and professional. They highlight the ease of communication, affordability, and transparency of the services. Reviewers Kevin, Dfc Dfc, Roosteroneyed, Colin Dempsey, and Mags all gave the company 5-star ratings, with some even going as far as to say it's the "single best financial advisor" they've ever found.
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