The Putney Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

For more than a quarter of a century, the principals at Putney Financial Group has been helping individuals, families and institutions realize their financial dreams. Putney provides its clients with access to its knowledge of asset allocation, portfolio  modeling and risk management. We skillfully integrate all three phases of capital development: creation, conservation and distribution. This unique process has enabled Putney to build many long-term relationships with clients of diverse assets, goals and interests. Tax planning, trusts, estate, and philanthropic planning are part of our investment management services. Many of our clients are appreciative of history, art and culture which we integrate into our family legacy planning strategies.

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