Quite simply, we put the client first.  Our sales mantra reflects that, “Take care of the client and commissions will follow.”  We have invested a great deal of time and effort into making sure that the advice we give is truly in the best interest of the customer.  In industry terms this is called “suitability”, but we just refer to it as doing the right thing for the customer.  

A Unique Place to Work - Our Culture

Puritan has a genuine concern for its employees, and it shows.  We believe that giving is really receiving. We also know that our existence is temporary, so we invest in today to provide a better tomorrow. In one sense, we are following our corporate motto, “Do to others as you would like them to do to you” (Luke 6:31). In doing this, we are able to care for the well-being of our clients, agents, co-workers and shareholders.

 

The Dallas Morning News ranked Puritan Financial Companies, Inc. among the top companies on its annual list of 100 Best Places to Work in the Dallas-Fort Worth Metroplex.


Employees from 276 Metroplex companies participated in an independent, third-party survey that ranks companies based on their employees’ ratings of work environment and corporate culture. Puritan Financial Companies ranked 19th for companies with 50-149 employees.


Founded in 2006, Puritan Financial Companies has grown to a company of more than 50 employees. In just a few short years, the company has established itself as the leader in the Financial Services and Insurance industries.


"There's no greater reward than having Puritan Financial Companies voted a 'best place to work' by our employees," said Matt McIntyre, Puritan Financial Companies CEO. "Puritan Financial Companies has the best team in the business, and it shows in our innovative products, the success of our customers, and the rapid growth we’ve enjoyed as a company. I am honored to be part of this amazing group of people."


Giving Back to the Community


Through our corporate giving program, a portion of our company’s revenue is set aside for humanitarian efforts.  One of our largest financial focuses has been urban renewal by restoring lives destroyed by poverty, drugs, sex trafficking, and crime.

For us, giving back is more than just financial.  Our employees regularly invest their time in projects such as Habitat for Humanity, mentoring those coming out of the prison system, donating shoes, clothing, and feeding the homeless.  In these efforts, we have partnered specifically with H.I.S. Bridgebuilders, Dallas Life Foundation, and Buckner Benevolence.