FL Putnam Investment Management Co

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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36 Years

in Business

Accredited

Business

(207) 775-3197Call Visit WebsiteVisit Website Map & DirectionsDirections5 Widgery Wharf Fl 4Portland, ME 04101 Write a ReviewWrite Review

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BBB Rating

Extra Phones

Fax: (207) 775-6527

TollFree: (800) 356-1781

Payment method

cash

Neighborhood

Downtown Portland

AKA

Putnam FL Investment Mgmt Co

Putnam F L Investment Management Company

Putnam Florida Investment Management Co

Putnam F L Investment Management Co

Other Link

https://flputnam.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (207) 775-3197

Address: 5 Widgery Wharf Fl 4, Portland, ME 04101

Website: https://flputnam.com

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FL Putnam Investment Management Co

Tax Services

Investment Management
F.L.Putnam Investment Management Company (“Company”) only transacts investment advisory business in states where it is properly registered or excluded or exempted from registration requirements. The Company does not effect transactions in securities or render personalized investment advice via its Web Site. This Web Site is limited to providing general information about the Company and its investment advisory services. No advisory or client relationship is established by any contact initiated via this Web Site, whether by submission of a contact form or otherwise. Any advisory or client relationship may only be established in accordance with a written agreement that is executed by a client and the Company, and delivery of required disclosure document(s). This Web Site is comprised of various Web pages, including any blog(s), and offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of the Company Web Site constitutes your agreement to all such terms, conditions, and notices.
Mutual Funds
A short-duration bond strategy comprised of mutual funds and ETFs that emphasizes liquidity and above-market yield throughout the interest rate cycle
Bonds
Wealth Management
An Accredited Wealth Management Advisor is a wealth manager specializing in high-net worth clients. It’s a designation bestowed upon experienced advisors working with high-net-worth clients. Also, it’s or for advisors with broad financial knowledge who wish to specialize in high-net-worth clients.

Accounting Services

Financial Planning
Financial planning is a broad and multifaceted effort that involves the integration of investments with other financial considerations. Your plan is the foundation on which we set goals that shape your financial health in practical, understandable terms.
Retirement Planning
Long Term Care
Asset Management
Tactical: We constantly assess market conditions and will suggest adjustments to your asset allocation when we believe they can increase the return or decrease the volatility of your portfolio.
Asset Protection
Our reporting provides a holistic view of our clients’ overall financial picture incorporating cash flow, budgeting, asset protection, investments, taxes, retirement and estate planning.

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