Cutter Financial Group

Cutter Financial Group, LLC (CFG) is a financial services firm based in East Falmouth, Massachusetts. Founded in 2006 by Jeffrey Cutter, CPA/PFS, CFG is a family-run company with a team of five employees. As a SEC Registered Investment Advisor, CFG provides financial planning and investment management services to pre-retired and retired investors. The company focuses on wealth preservation during both the accumulation and distribution stages of retirement planning, helping clients create a clear roadmap to achieve their individual financial goals. CFG emphasizes managing downside risk as a key strategy for long-term financial success. CFG distinguishes itself by adhering to the fiduciary standard of care, which obligates their investment advisor representatives to always put clients' interests first. This contrasts with the brokerage industry standard of suitability, which allows for less stringent guidelines. For inquiries or to request a copy of their Form ADV2A and applicable Form ADV 2Bs, interested parties can visit cutterfinancialgroup.com or contact Cutter Financial Group directly.