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    Putney Financial Advisors

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    Description

    • Putney Financial Advisors offers a team approach to Financial Planning and the Wealth Management process. Our investment philosophy considers capital preservation and growth of capital as the most important objectives, along with reducing income and estate taxes. This combination equals effective Wealth Management. We have a strategic partnership with Putney Klein Associates*, providing our clients with access to professional tax planning and preparation services.Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Note: Securities products and fee-based advisory are available to residents of CA, CO, IL, OR and NY.Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.*Putney Klein Associates is not affiliated with or endorsed by LPL Financial. There is no obligation to use their services.
    • location

      Headquarters:1243 Alpine Road Suite 219, Walnut Creek, California, United States

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    • Putney Financial Advisors phone

      Phone Number: +1 925-932-2612

    • Putney Financial Advisors website

      Website: https://www.putneyfa.com

    • Putney Financial Advisors employees

      Employees:0

    • Putney Financial Advisors revenue

      Revenue:$0 - 1M

    • Putney Financial Advisors legal name

      Legal Name:Putney Financial Advisors

    • Putney Financial Advisors's Social Media

      Putney Financial Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Putney Financial Advisors

    Charles Putney

    President

    Person level website visitor identification

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    View Employees

    Charles Putney

    President

    Frequently Asked Questions regarding Putney Financial Advisors

    • Where are Putney Financial Advisors's Headquarters?

      Putney Financial Advisors's Headquarters are in 1243 Alpine Road Suite 219,Walnut Creek,California,United States

    • What is Putney Financial Advisors's phone number?

      Putney Financial Advisors's phone number is +1 925-932-2612

    • What is Putney Financial Advisors's official website?

      Putney Financial Advisors's official website is https://www.putneyfa.com

    • What is Putney Financial Advisors's Revenue?

      Putney Financial Advisors's revenue is $0 - 1M

    • What is Putney Financial Advisors's NAICS code?

      Putney Financial Advisors's NAICS code is 523930

    • What is Putney Financial Advisors's Industry?

      Putney Financial Advisors is in the industry of Financial Services

    • Who is Putney Financial Advisors's President?

      Putney Financial Advisors's President is Charles Putney

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