Gateway Financial

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135 3rd St Ste 150
San Rafael, CA 94901
+1 (415) 453-0451
https://putneyfinancial.com

The Putney Financial Group LLC, based in San Rafael, CA, has been dedicated to helping clients build, preserve, and manage their wealth for over 25 years. Founded by Ray Lent, this Registered Investment Advisory firm emphasizes personalized investment strategies that align with clients' individual goals, values, and risk tolerance.

With a commitment to excellence and strong personal relationships, Putney Financial often serves multiple generations within families, ensuring continuity and understanding in financial planning. Their comprehensive services include financial planning, portfolio management, retirement planning, and estate planning, all tailored to meet the unique aspirations of each client.

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