Client Centered

Client Centered

At Cutrupi & Assoc. Financial Group, Inc. we provide retail brokerage, institutional, and investment consulting services and offer 25 years of experience in the financial services industry with a wide range of products and services

We are advisors who work closely with our clients to develop investment plans, not just for today, but for a lifetime. The unwavering confidence of our clients has been our reward for tenaciously adhering to one rule: THE INTEREST OF OUR CLIENTS MUST ALWAYS COME FIRST

With such a wide range of financial opportunities available the need for a personalized plan is greater than ever before.

We will be glad to work with you and develop a plan to help you work towards your financial goals

Some of our services include: 

Wealth Management and Preservation 

Education Funding, Individual Retirement Planning and Estate Planning 

Portfolio Management 

Professional Money Managers, Customized Portfolio Analysis and Strategic Investing 

Brokerage Services 

CD's, Stocks, Bonds, Mutual Funds, Equity Research and Tax-Advantaged Investments 

Advisory Services 

Asset Allocation Modeling and Customized Financial Planning 

Financial Services for Business and Organizations 

Corporate Retirement Plans, Public Offerings, Life and Disability 

Insurance Products 

Life, Disability, LTC, and Fixed Annuities

Have a Question?

Thank you!