Our Services

At The Putney Financial Group, we help clients set realistic goals and manageable action steps to provide a clear path to success. We explore investment objectives in relation to their lives, their goals and special circumstances that we each have in our investments. This can include family dynamics, how they achieved their wealth, goals and ambitions, special situations relevant to their family, the importance of charity in their lives, how they view money and what are their issues that surround their wealth.

Financial Planning

Portfolio Management

Life Planning

Retirement Planning

Estate Planning

Charitable Giving