This Edward Jones financial advisor is an outstanding counselor who provides guidance to plan a fulfilling life based on personal goals and values. They offer a unique approach by considering what enriches one's life, not just increasing account funds. The advisor is described as wise, extremely capable in investments, and a trusted partner in clients' lives. They take excellent care of clients, make complex issues easy to understand, and put in effort to make clients feel understood. Their work is impressive, with attention to detail in various areas such as investments, estate planning, tax efficiencies, and risk management, making them a holistic wealth management expert.
If there were another 5 stars in the review box Cutler would get those as well. I cannot promote Cutler too much. He is an outstanding financial counselor as evidenced by the better than S&P 500 return YTD. But that isn’t the greatest value Cutler offers. He has provided the guidance my wife and I needed to plan to step off the never ending treadmill and live the life we want to based on what is truly important to us. He encouraged us to define our goals, dreams, and those things that enrich our lives not just add $’s to an account. Then he does what is needed to ensure we have the resources to live those dreams. He is wise beyond his years, extremely capable...read full review
Cutler has always taken excellent care of us. It is easy to tell he really cares about his clients. He's been so willing to explain complexities in a simple way that's easy to understand. He definitely puts in a lot of effort to make me feel understood, and he listens to what's most important to me.
The work done by Cutler is nothing’s short of impressive. His attention to detail is top notch. From investments, to estate considerations, to tax efficiencies, to health insurance planning, to social security timing, to risk management and beyond, it’s everything holistic wealth management should be.