Cutrera Financial's Services

Advice that helps you see the whole field.

We help clients connect the moving parts of their financial lives so their decisions have context, purpose, and direction.

Request an Appointment What to Expect

Core Services

Financial Decisions Are Stronger When They're Connected.

Whether you are preparing for retirement, evaluating investments, reviewing insurance, or simply trying to get organized, the Cutrera Financial team helps you understand how the pieces fit together.

Retirement Planning

Prepare for the transition from working years to retirement with guidance around income needs, timing decisions, savings, account structure, and long-term priorities.

Discuss retirement

Investment Guidance

Review your portfolio, risk exposure, time horizon, and investment approach so your strategy has a clear purpose behind it.

Review your portfolio

Insurance & Protection

Evaluate whether your protection strategies still fit your family, income, business, estate planning needs, and stage of life.

Review coverage

Financial Organization

Bring scattered accounts, statements, policies, beneficiary questions, and financial concerns into one organized conversation.

Get organized

Financial Transitions

Support when the financial picture changes.

Some people reach out because they have a specific event in front of them. Others reach out because they want a second opinion before making a decision they cannot easily unwind.

Approaching retirement

Talk through income, timing, account withdrawals, market concerns, and the shift from accumulation to distribution.

Changing jobs or careers

Review retirement accounts, benefits, insurance, and planning decisions that may need attention during a career move.

Family or legacy decisions

Clarify beneficiary questions, estate coordination needs, family support decisions, and protection strategies.

How We Work

Built to adjust when life throws a curveball.

Planning is not a one-time document. It is a working relationship that helps you make decisions with context, direction, and steady communication.

Know the field

We begin by understanding your family, income, investments, insurance, concerns, and goals.

Build the lineup

We coordinate strategies around the financial questions that matter most to you, rather than treating each account in isolation.

Stay ready

We revisit the plan as markets, tax rules, family needs, and life events change over time.

Next Step

Have questions about
where to start?

A no-cost introductory conversation can help clarify what you need
and whether the Cutrera Financial team is the right fit to help.

Request an Appointment Becoming a Client

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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Online Statements

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.