John H Putnam CFP®, CLU®

Financial Advisor

John H Putnam

Office: 704-442-4414

6235 Morrison Blvd
Charlotte, NC 28211-3508

Get a Map

Contact Me
 
 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 
 
 
 

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

How can a Financial
Advisor help you?

Who do you call when you need answers to financial issues ?

Whether you are planning for your own financial needs or those of your family or your business, John Putnam can help you find the right answers. He takes the time to get to know you and ask thoughtful questions as we help you uncover your goals and objectives that need to be addressed.

Contact John Putnam today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from our office. 
 

My Mission

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.