For many years The Putney Financial Group, LLC has worked with individuals, retirement plans, and families, at times four generations deep in the same family. Additionally, the principals of The Putney
Financial Group work with donor-advised funds, foundations, and non-
profits including nationally known museums and societies. Our diverse clientele spans the spectrum from artists, small business owners to captains of industry all of which value the collaborative approach we
bring to our work.
The Putney Financial Group LLC Relationship Summary
Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
