Check the background of this financial professional on FINRA’s BrokerCheck
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Most people don’t plan to fail, they fail to plan.

-John L. Beckley

Whether you think you can or think you can’t, you’re right

-Henry Ford

Discipline can turn goals and dreams into reality

-Michael Cudlipp

Compound interest is the eighth wonder of the world. 

-Albert Einstein



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 Osaic Wealth, Inc. gives us the resources we need to help our clients work towards their financial goals.


Focused On Making Financial Planning Accessible & Stress-Free For Everyone


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.