Putman Group

Q: What is Putman Group's official website?

Putman Group's official website is www.putmancpa.com

Q: What is Putman Group's Revenue?

Putman Group's revenue is <$5 Million

Q: How many employees does Putman Group have?

Putman Group has 11-50 employees

Q: What industry does Putman Group belong to?

Putman Group is in the industry of: Finance , Securities Trading

Q: What is Putman Group competition?

Putman Group top competitors include: Leivas Tax Wealth , Moore Financial Strategies , Sopher Financial Group , Alliance Financial & Income Tax

Q: What companies has Putman Group acquired?

Putman Group has acquired the companies: AEGIS Financial, Wealth Enhancement Group, legacyfp.com, Dent Asset Management

Q: What technology does Putman Group use?

Some of the popular technologies that Putman Group uses are: MailChimp, Amazon Web Hosting, Mimecast

Q: How do I contact Putman Group?

Putman Group contact info: Phone number: (949) 502-6700 Website: www.putmancpa.com

Q: What does Putman Group do?

Spectrum Wealth Management offers integrated wealth management services tailored for individuals, private clients, and businesses. Their comprehensive approach includes financial planning, investment management, tax preparation, and more, ensuring that every aspect of a client's financial life is strategically aligned. The firm is dedicated to pres... erving clients' wealth and empowering them to make informed financial decisions with confidence. With a team of experienced professionals, they aim to simplify the complexities of financial management and nurture long-term partnerships. Read More

Q: What are Putman Group social media links?

Putman Group Linkedin page Putman Group Twitter page Putman Group Facebook page

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

9911 Irvine Center Dr Ste 100, Irvine, C...

Phone Number

(949) 502-6700

Website

www.putmancpa.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Putman Group

Spectrum Wealth Management offers integrated wealth management services tailored for individuals, private clients, and businesses. Their comprehensive approach includes financial planning, investment management, tax preparation, and more, ensuring that every aspect of a client's financial life is strategically aligned. The firm is dedicated to preserving clients' wealth and empowering them to make informed financial decisions with confidence. With a team of experienced professionals, they aim to simplify the complexities of financial management and nurture long-term partnerships.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Putman Group Org Chart

Phone

Jaye Putman

Manager, Team Operations

Phone

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