Welcome To Cudlipp Financial Services, Inc.
A Pittsford, NY based financial planning firm founded by Michael Cudlipp, AIF®. We are a family firm dedicated to helping individuals, families, businesses, etc. to getting and staying on track to pursue their individual investment goals.
No frills, no fluff.
Our affiliation with SagePoint Financial, Inc. gives us the resources we need to help our clients work towards their financial goals.
No Net Worth Minimums
Lasting Relationships Built On Trust
Exceptional Client Experience & Service
Down-to-Earth, Jargon-Free Conversations