Puritan Financial Companies
Puritan Financial Companies is committed to providing quality insurance and financial products and services to retirees and those approaching retirement age. Puritan Financial Companies is located in Addison, Texas and has been providing service for over 20 years to seniors all across America.
Puritan Financial Companies own four different companies, each one designed to provide a team member in providing comprehensive services to our customers:
Puritan Life Insurance Company
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
Puritan Financial Group
Puritan Financial Group is a multi- state licensed insurance agency. 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 Financial Group provides an array of insurance products, including, life insurance, annuities, Long Term Care, and Medicare Supplemental insurance.
Puritan Investment Advisors
Puritan Investment Advisors 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 Brokerage
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”).