Check the background of this financial professional on FINRA’s BrokerCheck

Home
Meet Our Team
Our Clients
What To Expect
Resources
Client Access
Contact Us
(585) 383-6555

Home
Meet Our Team
Our Clients
- Individuals & Families
- Law Enforcement
What To Expect
- Our Services
- Our Process
Resources
Client Access
Contact Us
(585) 383-6555

Resources

Learn About Our Upcoming Events

Events
Economic Updates
Articles
Links

Categories:

Past
Upcoming

Webinar: How Do Markets React in Election Years? Thumbnail

Webinar: How Do Markets React in Election Years?

Past

Fund Your Future - Event Series 2025 Thumbnail

Fund Your Future - Event Series 2025

Upcoming

Open House Thumbnail

Open House

Upcoming

Client Appreciation Event - Summer BBQ Thumbnail

Client Appreciation Event - Summer BBQ

Past

Fund Your Future - Event Series 2024 Thumbnail

Fund Your Future - Event Series 2024

Past

Client Appreciation - Summer BBQ Thumbnail

Client Appreciation - Summer BBQ

Past

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance offered through Cudlipp Financial Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

Osaic Wealth, Inc.Form CRS

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the states of (AK, AL, AR, AZ, CA, CO, FL, GA, KS, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, PA, SC, TN, TX, UT, VA , WA & WY). No offers may be made or accepted from any resident outside the specific state(s) referenced.

Cudlipp Financial Services, Inc.
125 Sully's Trail, Suite 2
Pittsford, NY 14534
Phone: 585-383-6555
Fax: 585-383-6557
Info@CudlippFinancial.com

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