For more than a quarter of a century, the principals of the The Putney Financial Group (Putney) have been helping individuals and families meet their financial objectives. Ray Lent and Joe Niederkorn, founding partners of Putney, a Registered Investment Advisory firm, began the company with a focus on traditional values, hard work and a dedication to serving clients’ best interests. They developed a unique process of skillfully integrating all three phases of capital development: creation, conservation and distribution. This unique process has enabled Putney to build many long-term relationships with clients who havae diverse assets, goals and interests.
The Putney Financial Group advisors are registered representatives of Portsmouth Financial Services Inc. (Portsmouth). Founded in San Francisco in 1983, Portsmouth is a Registered Broker Dealer with membership in FINRA and member of SIPC, which protects securities customers of its members up to $500,000. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York, which has retained a solid foundation of financial security for over a century.