Fiduciary vs. Broker

Why a Fiduciary? Broker vs. Advisor

We are dramatically different!
Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, centuries for your heirs, beneficiaries and charities.  Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your Specific Individual Goals and Needs.  To do this, it is imperative you understand the difference between a Investment Advisor Representative and a Broker.  At Cutter Financial Group,LLC, we are Investment Advisor Representatives and your best interests ALWAYS come first!

By Law, a Licensed Fiduciary, must do what is in your best interest, ALWAYS!

Brokers vs. Fiduciaries


 

Call 508-388-7175 so we can help you design a low risk, low volatility, successful investment portfolio for your peace of mind or click here to schedule a no obligation initial consultation with Jeffrey Cutter, CPA, PFS.