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Cutter Financial Group

EST. AUM
$216,940,062

CONTACTS
1

CLIENT ACCOUNTS
1,211

Firm Details

Metro area Boston
CRD Number 290016
Website cutterfinancialgroup.com
Client types

Overview

Cutter Financial Group is a firm dedicated to assisting clients and their families in achieving financial independence as they transition from the accumulation phase to the distribution phase of their financial lifecycle. Founded by Jeff Cutter, CPA/PFS, who possesses over 25 years of experience in supporting retirees and those approaching retirement, the firm has established a reputation for excellence. Jeff Cutter has been featured in prominent media outlets, including FOX, NBC, PBS, Motley Fool, Investment News, Kiplinger, NPR, and the Wall Street Journal.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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