Puritan Financial 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.