Putman Group

PutmanGroup is a full service CPA firm working with small to medium size businesses and high net worth clients.  We specialize in providing a comprehensive wealth management approach to all our clients financial needs.  We have highly educated, experienced and designated professionals in our firm with CPA, CFP, PFS, CDFA, ChFC and CLU designations.  We provide an unprecedented level of personalized service with our seamless approach that encompasses financial planning with after tax results from tax compliance, investment management and risk management.