About Puritan Financial Companies
Puritan Financial Goup Inc. is a group of companies focused on serving the financial needs of retirees and those approaching retirement age. Puritan works in financial planning for the experienced investor, supplying investment advice, financial services and insurance products designed to offer you low-risk solutions, competitive rates and positive returns.
Are we old fashioned? Yes we are. We believe in providing personal service and conscientious financial advice, values that serve our clients well. Also, we want to do business face-to-face, in a way that makes it more then just another business transaction. It’s why Puritan representatives make house calls. Something as important as your financial plan deserves personal attention. Understanding who you are and what you care about before we can make solid suggestions for your financial future. Puritan is committed to recommending financial opportunities that fit your needs and place your best interests first. It’s how we both win.
Puritan Financial Companies Affiliates
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.
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.
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 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.
Friend us on Facebook at : www.facebook.com/puritanfinancialgroup
Find us on LinkedIn at: www.linkedin.com/company/puritan-financial-group