• Financial Planning
  • Investment Advice
  • Wealth Management

  • Tax Planning
  • Tax Preparation
  • Representation Before the IRS
Tax services offered through Putney Klein Associates is not affiliated with, nor endorsed by, LPL Financial or Putney Financial Advisors.
 

    
Securities offered through LPL Financial, Member FINRA/SIPC.  Consultants of Putney Financial Advisors are registered representatives with LPL Financial. Putney Financial Advisors, a registered investment advisor, is not affiliated with LPL Financial.
 
Note: Securities products and fee-based advisory are available only to residents of CA, CO, IL, OR and NY