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OUR SERVICES →


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


Open Communication



Lasting Relationships Built On Trust


Exceptional Client Experience & Service


Down-to-Earth, Jargon-Free Conversations


Ethically
Sound
Solutions


Are We Right For You?

Learn How We Can Help

Check the background of this firm on FINRA’s BrokerCheck.