The Putney Financial Group LLC provides investment advice to clients based on their individual or family needs. We ask questions and we listen carefully. We get to know our clients and understand what investments mean to them. We confirm our long-term commitment to be stewards of their finances.
We build portfolios using an open architecture of non-proprietary investment products that suit individual client needs. These may range from traditional investments like stocks and bonds, mutual funds, and insurance to alternative investments.
At Putney, we take a holistic approach to creating secure financial futures. We will also structure appropriate insurance solutions to meet our client’s need for financial risk management. As an independent Registered Investment Advisor (RIA) Firm, there is no pressure to sell proprietary products in our firm; we are consistently putting your financial and personal needs first. When considering investment options, we take into account our clients’ social values and preferences for companies they feel are improving the world at large and making an impact.
