About

Puritan Financial Companies is a leading provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth. Puritan Financial Companies has just over fifty thousand client households and operates in 14 states throughout the country. Puritan Financial Companies, Inc. is a privately owned holding company that has four operating subsidiaries that include a Registered Broker Dealer (Puritan Brokerage Services, Inc.); a registered Investment Advisor (Puritan Investment Advisors, Inc.); a multi-state licensed insurance agency (Puritan Financial Group); and a life insurance company (Puritan Life Insurance Company).