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Welcome to Cutter & Company
Helping you achieve independence and financial freedom

Guiding clients on their journey to financial freedom. 

I'm an Investor

"The future depends on what you do today."

—Mahatma Gandhi

Are you overwhelmed with...

  • Getting started with building your savings?
  • Growing your assets enough to meet your retirement goals?
  • Preserving your wealth?
  • Generating income in retirement to last your lifetime?

Investment Management

Wealth accumulation and preservation strategies

Financial Planning

A goal based, customized financial plan

Retirement and Estate Planning

Preparation, income strategies and legacy planning

Insurance-Annuities

Protect what you value the most

Investors

Investors

Whatever stage of life you’re in, our experienced financial advisors can answer your questions and help you ensure you are on the right path. Whether you need advice on how much to save or what you can safely spend, we’re here to help.

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Existing Clients

Existing Clients

If there is anything you need related to your account, call us at 800-536-8770 or email info@cutterco.com


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Realize your dreams. Let us help you take control of your life with confidence.

Realize your dreams. Let us help you take control of your life with confidence.

In 2023 we celebrated our 35th year in business. We
continue our decade’s long goal of providing personal
service and support clients expect.

Knowledge Leads to Financial Freedom

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Book a confidential call or sign up for an in-person or virtual meeting

Are you ready to learn more about opportunities at Cutter & Company? Do you have a financial question you’d like to ask, but didn’t know where to turn?

Schedule a Consultation