Cutter Financial Group, LLC

Low risk, low volatility, successful investment solutions

General Information
Company Name
Cutter Financial Group, LLC
Founded Year
2006
Location (Offices)
United States +3
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services
Funding Stage
-
Social Media

Cutter Financial Group, LLC - Company Profile

Cutter Financial Group, LLC is a Financial Services startup established in 2006. The company's focus is on providing low risk, low volatility, and successful investment solutions. With a philosophy centered around wealth preservation during both the accumulation and distribution stages of retirement planning, the company is committed to putting clients' interests first.

The SEC Registered Investment Advisor, Cutter Financial Group, operates with a fiduciary standard of care, ensuring that clients' needs are prioritized above all else. The company, founded by Jeffrey Cutter, CPA\/PFS, emphasizes the importance of managing downside risk to secure a stable financial future. Presenting a departure from traditional investment strategies, Cutter Financial serves pre-retired and retired investors seeking to take control of their financial destinies.

Family-run and with offices in Falmouth, Mansfield, and Duxbury, Cutter Financial is positioned to assist individuals in understanding and managing the evolving rules of investing. Although it’s essential to note that the company does not provide tax or investment advice, it aims to offer general information and helps clients grasp different investment options and associated risks. Additionally, Cutter Financial LLC ensures transparency by offering copies of Form ADV2A and applicable Form ADV 2Bs to prospective clients.

Overall, Cutter Financial Group, LLC is dedicated to helping clients navigate dynamic investment landscapes and secure their financial independence, providing a vital service to those seeking a more secure financial future.

Taxonomy: Registered Investment Advisor, Wealth Preservation, Retirement Planning, Financial Advising, Low Risk Investment, Low Volatility Strategies, Wealth Management, Investment Solutions, Fiduciary Standard, Financial Planning

Funding Rounds & Investors of Cutter Financial Group, LLC (0)

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There is no investment information

Latest News of Cutter Financial Group, LLC

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