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Business Profile

Financial Planning Consultants

The Putney Financial Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(415) 460-1990Email BusinessWrite a Review

About

Overview

The Putney Financial Group

100 Smith Ranch Rd Ste 110

San Rafael, CA 94903-1954

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

The Putney Financial Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

The Putney Financial Group offers financial planning, investment advisory services and retirement planning.

BBB Accredited Since: 10/1/1997

Years in Business: 51

Products and Services

Charitable Giving, Estate Planning, Financial Planning, Life Planning, Long Term Health Care Planning, Portfolio Management, Retirement Planning

Business Details

Local BBB:
BBB serving the San Francisco Bay Area and Northern Coastal California
BBB File Opened:
9/12/1997
Business Started:
8/1/1974
Business Started Locally:
8/1/1974
Business Incorporated:
12/22/2021
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Ray Lent, Principal
Number of Employees:
6

Additional Contact Information

Principal Contacts
Mr. Ray Lent, Principal
Customer Contacts
Mr. Ray Lent, Principal
Additional Phone Numbers
Other Phone: (415) 460-1992
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0477423 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 12/31/2027.

California Department of Insurance/CDI

300 Capitol Mall, Suite 1700

Sacramento CA 95814

800-9274357Website

Additional Information

Business Categories
Financial Planning Consultants, Investment Advisory Services, Risk Management, Fee Only Financial Advisor

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.