Cudlipp Financial Services, 125 Sullys Trl, Ste 2, Pittsford, NY 14534, US

HistoryA small group of advisors tired of the old brokerage practices of big wire house firms decided to break away and form a new kind of financial services firm. A firm that focused entirely on future of its clients and not on sales targets and transactions processed . In 2005, we formed this type of firm and called it Parks Capital . We were so focused on changing the old practices that the firm decided to implement a no transaction fee model where the client doesn't pay us a single penny in transaction costs or sales charges. We designed and adopted an advisory model where we no longer sell products to clients, instead we buy products for clients based on their unique financial plan and needs. Our clients pay us as their long term advisors and confidants instead of their broker or sales associate. This client focused approach of the firm, took us away from the industry standard goal of how to find our next client to a goal of how to give our clients the best service possible.SpecialtiesA registered investment advisory firm in Bushnell's Basin of Pittsford NY. Services provided: Retirement Planning Portfolio Management Financial Planning

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