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Helping you navigate to
and through retirement

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Learn about what we do and our approach to help you save.

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Book a Meeting

Learn about what we do and our approach to help you save fast.

 

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Our Services

See how we may serve you today

Investment Management

Our managed portfolios are tailored to your unique needs, goals, and aspirations. We take pride in carrying out a fiduciary standard of care and always serve the best interest of our clients. Our process includes ongoing monitoring, rebalancing, and adjustments to your investment portfolio as needed to ensure we always stay aligned with your goals.

Retirement Planning

Whether just getting started, nearing retirement, or already there, we can help you plan for this big life change. Everyone's income and lifestyle needs are different and we offer a variety of retirement accounts designed to help you pursue the retirement you envisioned.

Group Retirement Plans

A group retirement plan is a retirement savings vehicle offered by some employers for their employees as a workplace benefit. We assist both large and small for-profit businesses with 401(k)'s, SIMPLE IRA's, SEP IRA's and other employer sponsored plans. With governmental agencies or nonprofit organizations, we offer 401(a), 403(b), & 457 deferred compensation plans.

Looking to learn more?

Get in touch today

Contact Us
Photo of team member

Levi D. Cutler

CFP®, AIF®

CEO

Levi has over 15 years of experience as a financial advisor and is the Chief Executive Officer of Cutler Financial Group, Inc. He is...

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Jake Torpy

Operations Manager

Jake came on board with the Cutler Financial Group team in June of 2017. Initially hired as an Intern while studying Finance at Edgewood College,...

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Gary L. Cutler

Relationship Manager

Gary has over 30 years of experience in the Financial Services industry.  Gary received his BA in Business Administration from Central...

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Ashley McGuire

Ashley is an Office Manager for Cutler Financial Group, Inc. She has her Bachelor of Business Administration in Marketing and Business...

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Contact info

  •   116 Janesville Street, Oregon, Wisconsin 53575
  •   (608) 291-2121
  •   info@cutlerfinancialgroup.com

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