2 Best Gold IRA Investment Companies Near Me in Falmouth, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Janney Montgomery Scott
ADDRESS: 220 Main St Suite 102, Falmouth, MA 02540, United States
NUMBER: +1 508-548-0008
DESCRIPTION FROM BUSINESS: When you work with a Janney Financial Advisor, it’s about going beyond investing. It’s about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The friendly, courteous and patient employees at Janney in Falmouth are second to none. The advisors I work with were both very professional and gave me expert information on how to best invest my money with minimal expenses for my new Roth IRA. I was so happy and comfortable with them that I recommended them to my brother, son and daughter who all did the same thing. I would highly recommend them to anyone. I would give them 5 stars overall! – Edward Rooney
REVIEW #2 – I have gained confidence over my finances and retirement plan from working with Janney. My advisor listens to my goals and risk comfort levels and has helped me to develop a plan that I am optimistic about. I trust his expertise. I know that I can call anytime to make adjustments. They have consistently been responsive to my questions. The office seems organized and to operate efficiently. In person visits are pleasant and friendly. – Kerry Davis
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Cutter Financial Group, LLC
ADDRESS: 84 Davis Straits, Falmouth, MA 02540, United States
NUMBER: +1 508-388-7175
DESCRIPTION FROM BUSINESS: Cutter Financial Group, LLC specializes in building sound retirement wealth management systems for current and future Massachusetts retirees. Discover what it means to have added financial confidence in retirement so you can focus on what’s important to you…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My parents have been with the Cutter Financial Group for years, and I couldn’t be more pleased with the level of service, expertise and compassion from Jeff and his team.
My dad spent a lot of time researching different financial planning groups, after years of doing it himself. Cutter was the clear winner, and he and Jeff had a great client/fiduciary relationship for years. Jeff would even book an extra half hour with my dad, just so they could talk about golf as friends.
After my dad passed away in 2021, I had concerns about my mother’s financial future. I live out of state, and don’t have the ability to be as hands on as I thought my mom would need me to be. After her first meeting with Jeff, my mom raved about the teams kindness and compassion. Jeff helped her navigate her finances on a level she could understand as a novice.
As the years continue to tick by, I’m relieved that my mom’s present and future is in the best hands, and that she continues to be set up for success.
If you’re looking for a financial group that not only has the expertise, but also deeply cares about their clients, and the client’s wellbeing, you can stop looking – it’s the Cutter team.
Thank you so much Jeff and Bonnie! I appreciate you more than I can fully express through a review. – Jody
REVIEW #2 – Contacting the Cutter Financial Group for assistance with our retirement planning was an excellent decision. We have been presented with a number of strategies, and each was explained in a manner that allows us to understand things so we are able to make our own educated decisions. Regular meetings to track the progress of our plan, and to discuss alternative options have been very helpful. The entire staff is welcoming, personable, and friendly, which makes our meetings extremely comfortable. We leave every meeting with the feeling that we are financially secure in retirement. – Steve Senior
REVIEW #3 – I have known Jeff & Jill Cutter for many years both personally and professionally. I know them to be people of tremendous virtue. What a lot of people don’t know is how much they help others through acts of kindness, quietly behind the scenes without any fanfare and wanting no recognition whatsoever for their good deeds. Cutter Financial Group is a trustworthy company that was built from the ground up by Jeff & Jill Cutter with integrity and honesty being the foundation of what they built and what they and their company stand for! – Ruairidh Robertson
REVIEW #4 – Cutter Financial Group feels like family from the moment you walk through the door. Jeff gets to know each client personally before making suggestions about financial goals. He is a consummate teacher, wanting clients to feel comfortable with choices in the complicated world of investing options. Yearly appointments are scheduled to review your individual plan and to discuss any changes you might want to make. You are really made to feel valued. We have had several different financial planners over the years and Cutter is far and above the most knowledgeable, professional, and caring! Highly recommend! – Elizabeth Smith
REVIEW #5 – My wife and I have been working with Cutter Financial Group for over 15 years, and we have always felt comfortable with their advice and their knowledge of retirement strategies. Jeff Cutter is all about capital preservation, making sure that our retirement money is growing, available and protected. We’ve had several financial advisors over the years, and Jeff is one of the best, especially in these volatile times. – Steve Adams
REVIEW #6 – My wife and I are incredibly happy with how Jenn and the rest of the Cutter team treated helped us with our retirement financial planning! Jenn was is so incredibly easy to speak with, she talks in terms we understood and answered all of our questions, we even asked Jenn about another investment that we have and she said it was a solid plan and advised we not change a thing and this wasn’t not with Cutter so they are not a firm in it for their own financial gain, they truly care about all of their clients. – Jim V
REVIEW #7 – I have been with Cutter Financial since 2020. Since that time I have gone through several life changing events and Jeff has been there through every step of the way. He thoughtfully listens to my given situation and goes through all the options and information I need to make the best decisions for my financial future. As I am starting my retired life, I feel at peace knowing I am in good hands with Jeff and his kind, caring team – Judy McCarthy
REVIEW #8 – Since we took the class in retirement planning from Jeff Cutter 5-6 years ago, we have been delighted with Cutter’s performance protecting our retirement funds in bad times and grow g them in good ones. Every six months or when market conditions warrant, we review our portfolio and if needed, make changes to risk allocations. Jeff is very good at describing market for es and conditions and how any changes in our risk allocations we’ve watched friends have to go back to work when their investments were severely eroded during market downturns. We have seen some small losses, recovered in less than a year from Jeff’s careful management. I recommend Cutter Financial to others who want to minimize risk and still make significant gains for their retirement, or other purposes. – peter malpass
REVIEW #9 – We have been clients of Cutter Financial for several years now. Previously we had a bad experience with another cape firm and lost several thousand dollars. After quite a bit of research we settled on CFG. Jeff, Jill and the staff are very knowledgeable, accommodating, friendly and timely with responding to requests. We can’t put a price on the peace of mind we have knowing our retirement portfolio is in such qualified hands. Bud And Rose Plummer. – bud plummer
REVIEW #10 – Jeff Cutter and his team represent the best of his industry. He is fully transparent with his investment approach and methodology, leaves the risk/reward decision to the client, and delivers on his commitment. I recommend full consideration to those looking for a financial advisor. – Terry Daly
REVIEW #11 – Being a client of Cutter Financial Group has been a great experience. They are responsive and eager to help and answer any and all your questions always in a timely fashion. I would highly recommend Cutter Financial for your retirement planning. – joe russas
REVIEW #12 – My husband and I have been going to Cutter Financial Group since 2018 and we can not say enough about how amazing Jeff , Jennifer and the whole office has been.We went to the financial planning class they offered and the free consultation afterwards and were very impressed.
They explained everything in detail and they helped us find the best plan for us .
Now ,six years later after our annual visit to go over best strategies ,we are more pleased than we even imagined with how our retirement savings is doing and that is no small thing given the crazy economy and market the past few years.
They are always available to answer questions when needed in between visits .I highly recommend them to anyone wanting the best financial advice to give them peace of mind. – Jackie and Tim Zora
REVIEW #13 – Been with Cutter for many successful profitable years. I’m enjoying abundance, security and comfort in my retirement years. I have total trust and always feel appreciated in a family atmosphere. – Deborah Farmer
REVIEW #12 – I can relax knowing my retirement is in good hands! The entire team is knowledgeable and professional with a personal feel. Very responsive to questions, easy to get an appointment and complete transparency into our investments. Highly recommend! – Sheri Bankert
REVIEW #15 – I have been with Cutter financial for years. They are wonderful to work with and they are always available for my needs! I highly recommend anyone looking for financial services to give them a call. – Lajos Horvath
REVIEW #16 – We met with Ethan. He was well prepared. He had answers to all our questions. Overall we felt very confident in Ethan’s planning and recommendations. – Roberta Fitzgerald
REVIEW #17 – I’ve been doing business with CFG for many years now. They are honest, straightforward, and savvy. They are responsive to my requests and always take time to fully explain answers to my questions. I highly recommend them! – Julia W
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