Puritan Financial Companies serves mature Americans with first class service and sensible, safe, solutions for their healthcare and financial needs during their retirement years.  There are three primary companies that make up PFC, as follows:


Puritan Financial Group
Puritan Financial Group (PFG) is a successful multi-state insurance marketing and client services organization with a nationwide account base and network of agents. PFG is currently licensed 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 Brokerage Services
Puritan Brokerage Services (PBS) is a securities 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 the Financial Industry Regulatory Authority, (“FINRA”) and the Securities Investor Protection Corporation, (“SIPC”).

Puritan Investment Advisors
Puritan Investment Advisors (PIA) 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.


The Puritan Financial family of companies are dedicated to serving the financial needs of retirees and those approaching retirement age. We specialize in providing insurance solutions that meet the needs of our clients and feature competitive rates and solid returns.

Old fashioned? Yes. We believe in helping our clients live well by providing personal service and conscientious advice. We recognize the value in doing business face-to-face...that’s why our Puritan representatives still make house calls. We believe that something as important as our clients financial well-being deserves personal attention.