Preparing for retirement
Talk through income, timing, account structure, and the questions that come with moving into the next stage.
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Schedule a no-cost introductory conversation with the Cutrera Financial team. If you would prefer to call to schedule, you can reach the Chicago office at 1.800.533.6750.
We can't wait to meet you
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Use the short form below to request a no-cost introductory conversation. Existing clients may also request a meeting through this form.
You may also call or email the team directly.
Not Sure Where to Start?
The first meeting is meant for clarity.
You do not need to know exactly what kind of advice you need before reaching out. Bring your questions, concerns, or financial documents, and the Cutrera Financial team can help sort through what deserves attention.
Looking for a second opinion
Review an existing plan, account structure, or financial question with another set of eyes.
Getting organized
Bring the scattered pieces together so the next decisions can be made with a clearer view.
Serving Clients in Chicago
and the Suburbs Since 2002!
Financial guidance for individuals, families, and business owners throughout Chicago and the surrounding suburbs.
Main Branch Information
Phone: 1.800.533.6750
Fax: 800.533.6750
6836 West North Ave
Chicago, IL 60707
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Securities and Advisory Services are offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/ SIPC.
Cutrera Financial and United Planners are independent companies, and do not offer legal or tax advice.
Information presented on this site is developed from sources believed to be providing accurate information and is intended for informational purposes only. The content presented does not intend to make an offer or solicitation for the sale or purchase of any product or security, nor should it be construed as investment, legal, or tax advice. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy.
This site is designed to provide general educational information only and nothing herein should be construed as investment, legal, or tax advice or an offer to sell any product. Please be advised that presently Jay Cutrera holds series 6, series 63, series 7, and series 65 licenses in CA, FL, IL, IN, MI, MN, NY, TX, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.