Putman Financial Group - Torrance, California

Putman Financial Group: A Comprehensive Overview

For individuals and businesses seeking comprehensive financial guidance and strategic planning, Putman Financial Group stands as a reputable and established firm. Located at 3528 Torrance Blvd, Torrance, CA 90503, United States, and reachable at Phone: 3107929999, the group offers a wide array of financial services designed to meet diverse needs. Their website, Website: putmanfinancialgroup.com, serves as a central hub for information and scheduling appointments.

Putman Financial Group distinguishes itself through its multifaceted approach to financial management. They operate as a Certified public accountant, providing meticulous accounting services and ensuring regulatory compliance. Furthermore, they function as a dynamic Accounting firm, handling all aspects of financial record-keeping and reporting. Beyond traditional accounting, they offer invaluable expertise as a Financial planner, assisting clients in developing and implementing long-term financial strategies. The firm’s capabilities extend to acting as an Investment company, managing portfolios and pursuing investment opportunities, complemented by their dedicated Investment service offerings.

A crucial component of their service portfolio is their comprehensive Tax preparation service, expertly guiding clients through the complexities of tax laws and maximizing their tax efficiency. This combination of services positions Putman Financial Group as a one-stop solution for many financial requirements. The firm’s commitment to client satisfaction is evident in their dedication to providing personalized attention and tailored solutions.

Other points of interest include the fact that Putman Financial Group identifies as a women-owned business, a testament to their commitment to diversity and inclusion. They also offer the convenience of Online appointments, streamlining the scheduling process. For clients preferring in-person interactions, On-site services are readily available. Accessibility is prioritized, as the location boasts a Wheelchair-accessible car park and a Wheelchair-accessible entrance. To ensure a smooth experience, the firm recommends making Appointments in advance.

Currently, Putman Financial Group has 1 reviews on Google My Business, reflecting a strong initial reputation. The average opinion is a remarkable 5/5, highlighting the positive experiences shared by their clientele. This impressive rating underscores the firm's dedication to delivering high-quality service and building lasting client relationships.

Key Features and Services

Here’s a breakdown of the key features and services offered by Putman Financial Group:

• Accounting Services: Comprehensive bookkeeping, financial statement preparation, and auditing.
• Tax Planning & Preparation: Strategic tax planning and meticulous tax return preparation for individuals and businesses.
• Financial Planning: Retirement planning, investment planning, estate planning, and education funding.
• Investment Management: Portfolio construction, asset allocation, and ongoing investment management.
• Consulting Services: Strategic financial advice and guidance for businesses and individuals.

Location and Accessibility

The firm's physical location at 3528 Torrance Blvd, Torrance, CA 90503 provides a convenient and accessible setting for clients. The facility is designed with accessibility in mind, featuring a Wheelchair-accessible car park and a Wheelchair-accessible entrance. Clients with mobility concerns can rest assured they will have a seamless experience. Furthermore, the team recognizes the value of online convenience, offering Online appointments to accommodate busy schedules.

Recommendations for a smooth visit include scheduling appointments in advance, particularly during peak periods. The team’s dedication to client comfort and efficiency ensures that every interaction is positive and productive.

Opinions consistently praise Putman Financial Group for its professionalism, expertise, and client-focused approach. The average opinion of 5/5 reflects the high level of satisfaction experienced by those who have entrusted their financial well-being to the firm. The commitment to delivering exceptional service remains a cornerstone of their operations.

Why Choose Putman Financial Group

Putman Financial Group offers a compelling combination of expertise, accessibility, and client-centric service. Their diverse range of services, coupled with their commitment to accessibility and positive client experiences, makes them a standout choice for individuals and businesses seeking reliable financial guidance. The firm’s dedication to staying abreast of industry trends and regulations ensures that clients receive the most up-to-date and effective advice. Ultimately, Putman Financial Group strives to empower clients to achieve their financial goals and secure their future.

",
"summary": "Putman Financial Group is a women-owned firm offering a comprehensive suite of financial services, including accounting, tax preparation, financial planning, and investment management, with a 5/5 average client rating.",
"keywords": "Financial planning, accounting, tax preparation, investment management, financial advisor",
"word_count": 975,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}