The Putney Financial Group

Develops Personalized Financial Plans

Showing posts with label Wordpress. Show all posts

Wednesday, January 27, 2021

After Hope – A Chain Letter about Refuge, Renewal, and Revolution

via WordPress https://ift.tt/3opLUHt

Posted by The Putney Financial Group at 11:38 PM No comments:

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Labels: Wordpress

Thursday, January 7, 2021

MoFA Releases Video Series Offering a Virtual Tour

via WordPress https://ift.tt/3pThgHw

Posted by The Putney Financial Group at 7:38 PM No comments:

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Labels: Wordpress

Thursday, December 31, 2020

New-York Historical Society Announces Exhibit About Comedy

via WordPress https://ift.tt/3o34fL6

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Tuesday, December 22, 2020

The CHS Announces New, Multifaceted Vision

via WordPress https://ift.tt/3rlUslo

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Tuesday, December 15, 2020

Oakland Museum Honors Dorothea Lange with New Digital Archive

via WordPress https://ift.tt/3ns2aYL

Posted by The Putney Financial Group at 7:38 PM No comments:

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Wednesday, November 18, 2020

CHS Commemorates the Transcontinental Railroad

via WordPress https://ift.tt/36Mr7qF

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Wednesday, November 11, 2020

OMCA Hella Feminist – An Exhibition

via WordPress https://ift.tt/2GTumUt

Posted by The Putney Financial Group at 10:38 PM No comments:

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Tuesday, November 3, 2020

Teaching History through Museums

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Posted by The Putney Financial Group at 9:38 PM No comments:

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Wednesday, October 28, 2020

The Relevance of Financial Education in Schools

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Friday, October 16, 2020

The Asian Art Museum Exhibition, Lost at Sea

via WordPress https://ift.tt/3lUFCyz

Posted by The Putney Financial Group at 11:38 PM No comments:

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Friday, June 5, 2020

N-YHS Supports Citizenship Efforts via the Citizenship Project

via WordPress https://ift.tt/2U8Vq5q

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Wednesday, May 27, 2020

California Historical Society Exhibit of Emptied San Francisco Streets

via WordPress https://ift.tt/2zCp247

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Wednesday, May 20, 2020

OMCA’s Snuff Bottle Collection Showcases Unique Artisan History

via WordPress https://ift.tt/2LNmnXH

Posted by The Putney Financial Group at 5:38 PM No comments:

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Thursday, May 14, 2020

For the Love of Money Exhibit at the Museum of American Finance

via WordPress https://ift.tt/2T3v9oN

Posted by The Putney Financial Group at 12:22 AM No comments:

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Wednesday, May 6, 2020

A Financial Revolution: An Introduction by Ray Lent

via WordPress https://ift.tt/2SEM40I

Posted by The Putney Financial Group at 11:19 AM No comments:

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Oakland Museum of California Features History of California Exhibit

via WordPress https://ift.tt/2SH3ARL

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Wednesday, April 22, 2020

New MoAF Exhibit Explores History New York City’s Water System

via WordPress https://ift.tt/2Vun6CZ

Posted by The Putney Financial Group at 6:19 PM No comments:

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Friday, April 17, 2020

Asian Art Museum of San Francisco Features Online Gallery

via WordPress https://ift.tt/2RN9QqW

Posted by The Putney Financial Group at 11:12 PM No comments:

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Thursday, April 16, 2020

Pause – An Exhibit at the Asian Art Museum Draws Attention to e-Waste

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Posted by The Putney Financial Group at 3:03 AM No comments:

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Wednesday, April 8, 2020

Teaching California Offers Free Instructional Materials

via WordPress https://ift.tt/2XgUazs

Posted by The Putney Financial Group at 12:01 AM No comments:

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The Putney Financial Group

About The Putney Financial Group

A California-based financial planning and wealth management firm, The Putney Financial Group assists families and individuals. For upwards of two decades, the firm has been providing clients with comprehensive financial planning services. Established by Ray Lent with the goal of developing a firm committed to traditional values and hard work, The Putney Financial Group has established and maintained several long-term client relationships.

This is, in part, due to the high level of personalization and care exhibited by Putney’s team members. The firm demonstrates loyalty and concern for each client. Many of the team members have been working for the firm for decades, and they recognize the importance of fully understanding each client’s personal situation in order to create an effective financial plan. Team members develop personalized plans based on each client’s financial circumstances while always keeping their best interests at the forefront.

To develop an understanding of each client’s needs, team members at The Putney Financial Group set up a two-hour meeting with all new clients. During this time, they examine clients’ financial circumstances and identify and address family issues to help clients attain their financial objectives. Subsequently, staff members lay out a clear path for clients to take in order to become financially independent. They also monitor their progress along this path to ensure that the strategy they have created is effective.

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Blog Archive

▼ 2021 (2)
- ▼ January (2)
  - After Hope – A Chain Letter about Refuge, Renewal,...
  - MoFA Releases Video Series Offering a Virtual Tour

► 2020 (27)
- ► December (3)
- ► November (3)
- ► October (2)
- ► June (2)
- ► May (8)
- ► April (6)
- ► March (3)

► 2019 (1)
- ► December (1)

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