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  1. Home
  2. About
  3. We Follow Fiduciary Standards

We Follow Fiduciary Standards

Our Commitment:

Cutler Financial Group is committed to carrying out a fiduciary standard of care and always serving in our clients best interest when assisting individuals and businesses with their investment management and retirement planning needs. Following fiduciary standards means we are required to put our clients interests before ours which is something we take seriously when making recommendations. 

 

Our Philosophy:

Our philosophy is simple. We want to get to know you in order to help you make the decisions that are suited for you when it comes to your retirement planning and investment management. As a firm, our focus is to understand your goals then help develop and implement a strategy to pursue them. We understand that you, much like everyone else, has your own unique situation and goals which is why we developed our Alignment Process to help ensure we are mutually a good fit with our clients. 

 

 

Interested in learning more? Click on the image below to learn more about our Alignment Process! 

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

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, DC, FL, GA, IA, IL, IN, KY, MN, NE, NH, OR, SC, SD, TN, and WI

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