About Puritan

About Puritan Financial Companies

Puritan Financial Compaines consists of Puritan Financial Group and Puritan Wealth ManagementPuritan Financial Companies Inc. is a family of companies dedicated to serving the financial needs of retirees and those approaching retirement age. We specialize in financial planning for the mature investor, providing investment advice, financial products and insurance opportunities designed to offer you low-risk solutions, competitive rates and solid returns.

Old fashioned? Yes. We believe in helping our clients live well by providing personal service and conscientious financial advice. And we believe in doing business face-to-face, one-on-one. That’s why Puritan representatives make house calls. Because we believe that something as important as your financial plan deserves personal attention. After all, we have to understand who you are and what you care about before we can make reliable suggestions for your financial future. We’re committed to recommending financial opportunities that fit your personal needs and put your best interests first.

Call 1-800-513-3243 anytime. We’ll love hearing from you!

Puritan Financial Companies Affiliates

Puritan Financial Group, Inc., (“PFG”, “Puritan” or “Puritan Life”)

Puritan Financial Group is a licensed insurance agency that has grown over the past several years into a multi-state insurance agency and client services organization with a nationwide account base and regional network of agents. PFG is currently registered in a number of states across the U.S. and serves clients from its home office in Dallas and regional offices in states where located. Puritan Life is a Trademark of Puritan Financial Group, Inc. In the state of California Puritan Life operates as DBA Puritan Life Insurance Services. The Puritan Financial Group is an “A+” accredited business with the Better Business Bureau.

Puritan Life Insurance Company (“PLI”)

Puritan Life Insurance Company is a life insurance company that operates as a reinsurance company to co-insure life insurance and annuity assets, to produce investment returns on invested assets and generate underwriting profits on the insurance and annuity business assumed. PLI has entered into an agreement in principle with one of its primary insurance carriers to reinsure, either on a modified co-insurance or co-insurance basis.
Puritan Life Insurance Company has no financial responsibility for the products offered by other insurers.

Puritan Brokerage Services, Inc., (“PBS”)

Puritan Brokerage Services is a “fully-disclosed” introducing broker/dealer offering a wide range of investment products including stocks, bonds, mutual funds, options, variable life, variable annuity, U.S. Treasuries and CD’s. PBS is a member of FINRA, formerly the National Association of Securities Dealers (“NASD”) and the Securities Investor Protection Corporation, (“SIPC”). Customers’ general securities accounts are maintained at Southwest Securities, our third-party clearing firm.

Puritan Investment Advisors, Inc., (“PIA”)

Puritan Investment Advisors is a wholly owned subsidiary of PFC – is a Registered Investment Advisor with the Texas State Securities Board and with other states where it offers fee-based investment advisory services. PIA grows its business through referrals from Puritan’s existing client database and also provides planning, guidance, and support to other PFC affiliates.