NY · Fredonia

Fiduciary advisors in Fredonia, NY

1 advisor with offices in Fredonia. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Fredonia

Andersen Cuddihy Inc.

Fredonia, New York

Andersen Cuddihy Inc., based in Fredonia, New York, provides financial planning and retirement planning services. Founded in 2012 by Rick Andersen and Jack Cuddihy following their transition from HSBC, the firm works collaboratively with estate planning attorneys, accountants, and insurance professionals to address client goals including retirement, education funding, and home ownership. The firm employs a consultative approach and has expanded its reach across multiple Community Bank locations throughout western New York.

View details

Financial advisors in Fredonia, New York

Advisors serving Fredonia specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all New York advisors