CORTLAND FINANCIAL SERVICES, INC.
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| Name: | CORTLAND FINANCIAL SERVICES, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Jan 2003 (23 years ago) |
| Identification Number: | 000129308 |
| ZIP code: | 02865 |
| City: | Lincoln |
| County: | Providence County |
| Purpose: | PROVIDE INVESTMENT, RETIREMENT & FINANCIAL PLANNING SERVICES TO CONSUMERS. |
| Principal Address: |
640 GEORGE WASHINGTON HWY BLDG B SUITE 203, LINCOLN, RI, 02865, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| PAUL M. SANTUCCI | Agent | 10 APPLETOWN ROAD, GREENVILLE, RI, 02828, USA |
| Name | Role | Address |
|---|---|---|
| PAUL M SANTUCCI | TREASURER | 10 APPLETOWN RD GREENVILLE, R 02828 USA |
| Name | Role | Address |
|---|---|---|
| PAUL M SANTUCCI | PRESIDENT | 10 APPLETOWN ROAD GREENVILLE, RI 02828- USA |
| Name | Role | Address |
|---|---|---|
| PAUL M SANTUCCI | SECRETARY | 10 APPLETOWN RD GREENVILLE, RI 02828 USA |
| Number | Name | File Date |
|---|---|---|
| 202447756920 | Annual Report | 2024-03-04 |
| 202331158490 | Annual Report | 2023-03-20 |
| 202209455690 | Annual Report | 2022-02-04 |
| 202188974810 | Annual Report | 2021-02-01 |
| 202032281730 | Annual Report | 2020-01-14 |
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Date of last update: 10 Jul 2025
Sources: Rhode Island Department of State