Cutter Financial Group, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

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 Group’s 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 Financial’s 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.

Find Cutter Financial Group, LLC employees' phone numbers or email addresses

Cutter Financial Group, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Cutter Financial Group, LLC's Leadership

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    J. C.
    Personal Financial Specialist (pfs) | Private Wealth Management | Financial Advisor & President
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  • Stylized image of a person
    K. M.
    Assistant To Vice President
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  • Stylized image of a person
    S. K.
    Operations Manager
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  • Stylized image of a person
    J. F.
    Investment Advisor Representative
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  • Stylized image of a person
    E. K.
    Investment Advisor Representative
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  • Stylized image of a person
    J. C.
    Client Services
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  • Stylized image of a person
    B. N.
    Office Administrator
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Contact profiles from Cutter Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Personal Financial Specialist (pfs) | Private Wealth Management | Financial Advisor & President
    Phone icon
    United StatesMassachusetts
    Oct 17, 2025
  • Stylized image of a person
    K. M.
    Assistant To Vice President
    Phone icon
    United StatesMassachusetts
    Oct 23, 2024
  • Stylized image of a person
    S. K.
    Operations Manager
    Phone icon
    United StatesMassachusetts
    Oct 18, 2025
  • Stylized image of a person
    J. F.
    Investment Advisor Representative
    Phone icon
    United StatesMassachusetts
    Oct 22, 2025
  • Stylized image of a person
    E. K.
    Investment Advisor Representative
    Phone icon
    United StatesMassachusetts
    Nov 20, 2025
  • Stylized image of a person
    J. C.
    Client Services
    Phone icon
    United StatesMassachusetts
    Oct 26, 2025
  • Stylized image of a person
    B. N.
    Office Administrator
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Cutter Financial Group, LLC known for?

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Cutter Financial Group, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 84 Davis Straits, Falmouth, Massachusetts 02540, US; you can contact the main corporate office by phone at . Explore Cutter Financial Group, LLC's company overview page for more information.

What is Cutter Financial Group, LLC's most common email format?

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Cutter Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cutter Financial Group, LLC email formats with LeadIQ.

How many employees does Cutter Financial Group, LLC have currently?

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Cutter Financial Group, LLC has approximately 8 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cutter Financial Group, LLC's key employees and leadership?

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As of December 2025, Cutter Financial Group, LLC's key employees include:

  • Personal Financial Specialist (pfs) | Private Wealth Management | Financial Advisor & President: J. C.
  • Assistant To Vice President: K. M.
  • Operations Manager: S. K.
  • Investment Advisor Representative: J. F.
  • Investment Advisor Representative: E. K.

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