About MICHAEL CUDLIPP, AIF® | President

Michael started his career in Public Accounting, specializing in taxation. He joined the New York Police Department in 1984, while simultaneously starting his own accounting firm. He transferred to the Rochester Police Department in1990, and retired as a detective in 2004.

Michael incorporates his past experiences with dedication to help clients reach financial security. Michael is a Registered Principal with the Independent Broker Dealer, United Planners Financial Services of America. He has the professional designation of Accredited Investment Fiduciary and currently holds securities licenses 7, 63, and 24, as well as licenses for Life Insurance, NYS Partnership for Long Term Care and Property and Casualty Insurance.