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.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CD
Cherie D. Putman
Founder · General Business & Management
EmailPhone - ZS
Zoe Stoermer
Client Service Admin Assistant · Other
EmailPhone
Showing 2 of 6 verified contacts
Top roles at Putman Financial Group
5 distinct titles indexed · top 5 shown.
- 2founder
- 1accountant
- 1client service admin assistant
- 1client service associate bookkeeper
- 1financial advisor
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