Through innovation, process and collaboration, we take a unique approach to your total financial life needs and goals.
Thinking outside the box - we have successfully joined two professions through our two firms – Putman Accountancy Corporation and Putman Capital Management, Inc. - together delivering a “family office” suite of services and solutions that promote efficiency, education, accountability and growth.
Resulting in our clients peace of mind, financial security and financial independence.
Company Details
- Employees
- 6
- Founded
- 1996
- Address
- 3528 Torrance Blvd, Suite 219, Torrance,ca 90503,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://putmanfinancialgroup.com
- Keywords
- Cloud Accounting/Conversions to Cloud, Tax Planning and Compliance, Accounting Support, KPI Monitoring, Operational Assessments, Growth/Profit Improvement, Business Performance Reviews, Strategic Business Planning, Budget/Cashflow Monitoring, Succession Planning.
- HQ
- Torrance, CA
Putman Financial Group Questions
Putman Financial Group's website is http://putmanfinancialgroup.com
Putman Financial Group's LinkedIn profile is https://www.linkedin.com/company/putmanfiancialgroup
Putman Financial Group has
6 employees.
View email and phone details for 6
employees at Putman Financial Group.
Putman Financial Group's industry is
Financial Services
Putman Financial Group's top competitors are
Creativemornings/sacramento,
Monterey Peninsula Foundation,
Sacramento Mandarins,
Infuze Marketing,
California International Trade Center,
Kmj Corbin & Company,
Posi,
The Putmangroup,
Drs Worldwide Inc.,
Spectrum Wealth Management.
Putman Financial Group's categories are Financial Services
Putman Financial Group's founding year is 1996
