Cudlipp Financial Services, Inc - Pittsford, New York

Address: 125 Sully's Trail #2, Pittsford, NY 14534, United States.
Phone: 5853836555.
Website: cudlippfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Cudlipp Financial Services, Inc

Cudlipp Financial Services, Inc 125 Sully's Trail #2, Pittsford, NY 14534, United States

☎️5853836555

⏰ Open Hours of Cudlipp Financial Services, Inc

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–4:30 pm
Saturday: Closed
Sunday: Closed

Cudlipp Financial Services, Inc

Cudlipp Financial Services, Inc is a highly regarded financial planning firm located at 125 Sully's Trail #2, Pittsford, NY 14534, United States. They can be reached via phone at 5853836555 or through their website at cudlippfinancial.com.

Their specialties include financial planning, and they offer a range of services to help individuals and families achieve their long-term financial goals. Some notable features of their office include a wheelchair-accessible parking lot, entrance, and restroom facilities. It's recommended to make an appointment prior to visiting.

Cudlipp Financial Services, Inc has received positive feedback from their clients. On Google My Business, they have accumulated 9 reviews with an impressive average rating of 4.6 out of 5 stars. This demonstrates their commitment to providing high-quality, personalized financial advice to each of their clients.

With a team of experienced and knowledgeable financial professionals, Cudlipp Financial Services, Inc strives to build lasting relationships with their clients based on trust, integrity, and exceptional service. If you're seeking a reputable financial planning firm to assist you in securing your financial future, Cudlipp Financial Services, Inc is definitely worth considering.

👍 Reviews of Cudlipp Financial Services, Inc

Cudlipp Financial Services, Inc - Pittsford, New York

Martin M.

1/5

Be careful and proceed with caution. The numbers presented are very similar to the design of a bikini. Designed to reveal what looks good yet also designed to cover up. It only took me a little over 6 months of doing business with this Family to learn in part that what took place doesn't look so good on their resume. Kinda like a bad design to begin with. Once I wrote a check and time went on and on and on it then became clear that I can do much much better elsewhere. Not because of the numbers but because of what I was sold and told and presented with VS what I actually obtained from them. I'm my 45 years as a business owner my letter grad would be a D - period. Only because I don't believe in failure being F.

MAGS

5/5

Mr.Cudlupp is a fair and honest man. He shows you real numbers and is blunt and easy to understand. The numbers never lie, an you have to do your part to see gains, it's that easy.