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Cutter Financial Group, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Cutter Financial Group, LLC is a Massachusetts-based financial services firm that operates as a SEC-registered investment adviser, founded in 2006 by Jeffrey Cutter, CPA/PFS. As a registered adviser, all investment adviser representatives must follow a fiduciary standard, requiring them to act in their clients' best interests at all times. The firm focuses on preserving wealth through retirement planning, providing clients with a clear plan to reach individual financial goals and prioritizing downside risk management across both the accumulation and distribution phases. 

The client base consists of pre-retired and retired investors who want to learn how to manage downside risk and take control of their financial future, with a family-run operation serving communities in Falmouth and neighboring towns. In 2026, reports indicate a regulatory action where the SEC charged Cutter Financial Group and its founder over disclosures related to insurance commissions on certain product recommendations.

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

Cutter Financial Group, LLC Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Cutter Financial Group, LLC's Leadership

  • Stylized image of a person
    B. N.
    Office Administrator
    Mobile Phone

Cutter Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cutter Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. N.
    Office Administrator
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Cutter Financial Group, LLC known for?

Minus sign iconPlus sign iconCutter Financial Group, LLC was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-508-388-****
. Explore Cutter Financial Group, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCutter 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?

Minus sign iconPlus sign iconCutter Financial Group, LLC has approximately 8 employees as of August 2026. 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 August 2026, Cutter Financial Group, LLC's key employees include:

  • Office Administrator: B. N.

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