Company

Putman Financial Group

Financial Services Torrance, California, United States 6 employees

Employees: 6
Contacts: 2
Emails: 2

putmanfinancialgroup.com LinkedIn

Putman Financial Group Overview

Headquarters: Torrance, California, United States
Website: putmanfinancialgroup.com
Industry: Financial Services
Employees: 6
Founded: 1996
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

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

About Putman Financial Group

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.

Putman Financial Group Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Putman Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Matthew Putman	Financial Advisor, Putman Financial	Redondo Beach, California, United States	Email
Silvia Aguila Hanhart	Accountant	Los Angeles Metropolitan Area, United States	View
Cherie D. Putman, Cpa, Cfp ®	✅ We Help Business Owners and High		View
Michal (Michela) Melamed	A Professional with Proven Experience	Redondo Beach, California, United States	Email