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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 Osaic Wealth, 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


Are We Right For You?

Learn How We Can Help

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