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Showing 1 - 3 of 3 results
CUTTER FINANCIAL GROUP, LLC
CUTTER FINANCIAL GROUP, LLC
Falmouth, Massachusetts
1-24 employees
Jen grew up in Pittsburgh before moving to Falmouth in 1991. She graduated from the University ofMassachusetts, Amherst with a Bachelor of Science and earned her Doctorate from Tulane University.Jen joined Cutter Financial Group, LLC after 27 years of professional industry experience in dataanalysis and modeling, compliance, and strategic risk mitigation. Jen worked for a variety of companies including the accounting offices of Brown, Rudnick,Freed & Gesmer, as well as corporations such as, Pfizer, Altana Pharmaceuticals, and Associates of Cape Cod, Inc.Jen’s professional experience in data analysis and modeling, coupled with her strategic risk mitigation knowledge makes Jen a natural fit to help others implement Cutter Financial’s proprietary Downside Risk Mitigation (DRM) strategies.Cutter Financial Group, LLC is an SEC Registered Investment Advisor (CFG). CFG's philosophy is preservation of wealth both in the accumulation and distribution stages of your financial lifecycle. Our proprietary retirement system is designed to incorporate the five key elements of a successful retirement system. The first step in developing a sound system is to fix an outdated investment strategy. CFG's investment strategy is specifically designed to use quantitative data to help us to be invested when market momentum is on our side and to move to a "safe haven" when momentum is not. CFG's philosophy is if you manage the downside, the upside can take care of itself.Once a sound investment strategy is implemented, then CFG can build an income strategy that is measurable and predictable, followed by tax, estate, and legacy strategies.CFG's proprietary Downside Risk Mitigation strategy is designed to help give you the highest probability of financial success.
Retirement Benefits Rank
Market Leading
BEACON FINANCIAL PLANNING, INC.
BEACON FINANCIAL PLANNING, INC.
Hyannis, Massachusetts
1-24 employees
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime. We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals. We look forward to connecting if: ~ you are near retirement and looking for guidance on whether or not you can retire comfortably ~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan ~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture Give us a call: 508-790-7039
Retirement Benefits Rank
Below Market
MAXWELL ISLAND TRADING INC
MAXWELL ISLAND TRADING INC
Falmouth, Massachusetts
1-24 employees
Yello Media Group is a full-service media business charting a new direction for print and digital advertising in the 21st Century. We provide the building blocks to help entrepreneurs like you develop successful marketing strategies to start and grow their business. Our innovative suite of directory products and digital marketing solutions is tailored to fit any business needs by integrating the right tactics, technology and team to drive measurable results. Why Yello? Yello Media Group publishes 23 print telephone directories in 21 countries for a combined circulation of over 2 million copies, while its network of 21 online properties reaches over 6 million unique visitors with over 61 million searches annually. Yello Directory Products continue to maintain their prominence as one of the most used and trusted source in the Caribbean region. We are best known for our print directory product, however, we have reinvented ourselves to better reflect our brand evolution and core commitment to also adopt new technologies and dynamic trends through our digital transformation. Among our vast array of digital products are: Website Development, Social Media Management and Search Engine Marketing (SEM), all available in a range of price point to suit any budget. Yello Media Group provides the best return-on-investment for businesses looking to reach thousands of customers across multiple platforms. Let us simplify the complex for you and help you take your business to the next level with smarter marketing strategies that drives big results.
Retirement Benefits Rank
Below Market