Cutter Financial Group, LLC - Falmouth, Massachusetts

Jody

My parents have been with the Cutter Financial Group for years, and I couldn't be more pleased with the level of service, expertise and compassion from Jeff and his team.
My dad spent a lot of time researching different financial planning groups, after years of doing it himself. Cutter was the clear winner, and he and Jeff had a great client/fiduciary relationship for years. Jeff would even book an extra half hour with my dad, just so they could talk about golf as friends.
After my dad passed away in 2021, I had concerns about my mother's financial future. I live out of state, and don't have the ability to be as hands on as I thought my mom would need me to be. After her first meeting with Jeff, my mom raved about the teams kindness and compassion. Jeff helped her navigate her finances on a level she could understand as a novice.
As the years continue to tick by, I'm relieved that my mom's present and future is in the best hands, and that she continues to be set up for success.
If you're looking for a financial group that not only has the expertise, but also deeply cares about their clients, and the client's wellbeing, you can stop looking - it's the Cutter team.
Thank you so much Jeff and Bonnie! I appreciate you more than I can fully express through a review.

Steve S.

Contacting the Cutter Financial Group for assistance with our retirement planning was an excellent decision. We have been presented with a number of strategies, and each was explained in a manner that allows us to understand things so we are able to make our own educated decisions. Regular meetings to track the progress of our plan, and to discuss alternative options have been very helpful. The entire staff is welcoming, personable, and friendly, which makes our meetings extremely comfortable. We leave every meeting with the feeling that we are financially secure in retirement.

Elizabeth S.

Cutter Financial Group feels like family from the moment you walk through the door. Jeff gets to know each client personally before making suggestions about financial goals. He is a consummate teacher, wanting clients to feel comfortable with choices in the complicated world of investing options. Yearly appointments are scheduled to review your individual plan and to discuss any changes you might want to make. You are really made to feel valued. We have had several different financial planners over the years and Cutter is far and above the most knowledgeable, professional, and caring! Highly recommend!

jeff S.

I am writing to express my utmost satisfaction with the exceptional
financial advice provided by Cutter Financial Services. I had the pleasure
of meeting with Jeff Cutter. His expertise, professionalism and advice were
greatly appreciated.

Mr. Cutter's comprehensive approach to understanding my financial goals and
his willingness to craft a personalized strategy for my wife and I will help
us make informed decisions to achieve our retirement objectives. In
addition, Mr. Cutter also worked with us to develop a financial strategy for
our 20 something daughters and their families.

I truly appreciate your commitment to our families' financial success and I
also appreciate your ability to navigate complex financial issues with ease.
We are excited to work with your team.

Thank you for your outstanding service and I look forward to our future
collaboration.

Ruairidh R.

I have known Jeff & Jill Cutter for many years both personally and professionally. I know them to be people of tremendous virtue. What a lot of people don't know is how much they help others through acts of kindness, quietly behind the scenes without any fanfare and wanting no recognition whatsoever for their good deeds. Cutter Financial Group is a trustworthy company that was built from the ground up by Jeff & Jill Cutter with integrity and honesty being the foundation of what they built and what they and their company stand for!

Steve A.

My wife and I have been working with Cutter Financial Group for over 15 years, and we have always felt comfortable with their advice and their knowledge of retirement strategies. Jeff Cutter is all about capital preservation, making sure that our retirement money is growing, available and protected. We've had several financial advisors over the years, and Jeff is one of the best, especially in these volatile times.

Jim V.

My wife and I are incredibly happy with how Jenn and the rest of the Cutter team treated helped us with our retirement financial planning! Jenn was is so incredibly easy to speak with, she talks in terms we understood and answered all of our questions, we even asked Jenn about another investment that we have and she said it was a solid plan and advised we not change a thing and this wasn’t not with Cutter so they are not a firm in it for their own financial gain, they truly care about all of their clients.

Judy M.

I have been with Cutter Financial since 2020. Since that time I have gone through several life changing events and Jeff has been there through every step of the way. He thoughtfully listens to my given situation and goes through all the options and information I need to make the best decisions for my financial future. As I am starting my retired life, I feel at peace knowing I am in good hands with Jeff and his kind, caring team