Cutter Financial Group

Financial Services, 84 Davis Straits, Falmouth, , 2540, Massachusetts, United States, 1-10 Employees

Phone Number: 50********

Who is CUTTER FINANCIAL GROUP

Cutter Financial Group, LLC (CFG) was founded in 2006 by Jeffrey Cutter, CPA/PFS. As a SEC Registered Investment Advisor, all of CFG's investment advisor representatives are required to w...

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Headquarters: 84 Davis Straits, Falmouth, Massachusetts, 2540, United States
Date Founded: 2006
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523930 | Show More

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Cutter Financial Group Org Chart and Mapping

Employees

Ethan Kapsambelis

Investment Advisor Representative

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Phone

Jill Cutter

Client Services

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Phone

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Frequently Asked Questions Regarding Cutter Financial Group

Answer: Cutter Financial Group's headquarters are located at 84 Davis Straits, Falmouth, , 2540, Massachusetts, United States

Answer: Cutter Financial Group, LLC (CFG) was founded in 2006 by Jeffrey Cutter, CPA/PFS. As a SEC Registered Investment Advisor, all of CFG's investment advisor representatives are required to work from the fiduciary standard of care. This standard means that we must always put our client's interest first, no matter what. This is not the brokerage industry standard where brokers can operate from a much less restrictive standard of care called suitability. Cutter Financial Groups philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals. We believe that if you manage the downside, the upside takes care of itself. CFG is a family run company with offices in Falmouth, Mansfield, and Duxbury. We work with pre-retired and retired investors who want to learn how to manage downside risk and to take control of their financial future. For years, the average retail investor could only use the traditional buy and hold investment strategy. Unfortunately, for so many...The Rules Have Changed! See how CFG can help YOU! Cutter Financial Group LLC (Cutter Financial) is a registered investment advisor. Articles and content is intended to provide general information. It is not intended to offer or deliver tax or investment advice in any way. Information regarding investment services has been provided solely to gain a better understanding of the subject or the article. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Market data, information about tax rules and other cited or linked-to content on in this article is based on generally-available information and is believed to be reliable. Cutter Financial does not guarantee the performance of any investment or the accuracy of the information contained in this article. Cutter Financial will provide all prospective clients with a copy of Cutter Financials Form ADV2A and applicable Form ADV 2Bs. Please contact Us to request a free copy via .pdf or hardcopy. This content cannot be used without the express written consent of Cutter Financial Group, LLC.