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

Providing freedom and flexibility to financial advisors as they grow their personal independent financial practice. Guiding clients on their journey to financial freedom. 

"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

Take control of your life. Create the future of your dreams!

Helping financial representatives create a firm they’ve always imagined. Helping clients create financial stability and a roadmap for success.

Financial Representatives - Build a better business for yourself and your clients

Our experienced financial representatives control how they operate their
business and the array of products and services they choose to offer their clients.

Advisors

Advisors

Explore the opportunity to own your business. High payouts let you keep more of what you earn. Experienced staff and personalized transition support are just a few of the things we provide. Call us for a confidential conversation about the opportunity you deserve.

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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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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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 flexibility and
freedom to our independent advisors, with the personal
service and support clients expect.

Knowledge Leads to Financial Freedom

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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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