About Puritan Financial Companies
Puritan Financial Companies Inc. 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.
Call 1-800-513-3243 anytime. We’ll love hearing from you!
Puritan Financial Companies Affiliates
Puritan Financial Group, Inc., (“PFG”, “Puritan” or “Puritan Life”)
Puritan Financial Group is a licensed insurance agency that has grown over the past several years into a multi-state insurance agency and client services organization with a nationwide account base and regional network of agents. 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 Life is a Trademark of Puritan Financial Group, Inc. In the state of California Puritan Life operates as DBA Puritan Life Insurance Services. The Puritan Financial Group is an “A+” accredited business with the Better Business Bureau.
Puritan Brokerage Services, Inc., (“PBS”)
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”). Customers’ general securities accounts are maintained at Hilltop Securities, our third-party clearing firm.
Puritan Investment Advisors, Inc., (“PIA”)
Puritan Investment Advisors is a wholly owned subsidiary of PFC – 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.
Chief Executive Officer
Mr. Phillips was formerly the Chairman of American Founders Life Insurance Co. and Laurel Life Insurance Company since 2000. From 1997 to 2000, Mr. Phillips served as President and Chief Executive Officer of IFS Insurance Holding Corporation. Mr. Phillips received a Bachelor of Arts Degree from The University of Texas at Austin
Chief Financial Officer
Katrina joined the group in 2007 as Controller, was promoted to Vice President of Puritan Life Insurance Company in 2012 and became CFO in 2014. Katrina brings to the group more than 25 years’ experience in finance; prior to joining Puritan, she held several key financial positions at AstraZeneca. She is a graduate of Birmingham University in England and a Chartered Accountant.
President – Puritan Financial Group
Jeremy Rabalais had an 11 year background in direct sales, sales training and sales management prior to his introduction to insurance. He began his insurance career in 2002 with General Electric marketing Long Term Care Insurance. In 2004 he became an independent producer of LTC, Medicare Supplements, Single Premium Life and Annuities. Jeremy joined Puritan Financial Group, Inc. as a Sales Representative in May, 2006. He was promoted to District Manager of the Louisiana Region in July of 2008 and also the North Texas Region in June of 2009. Jeremy is a former “District Manager of the Year” award winner. His efforts led him to be promoted to the Regional Vice President in September of 2009 and National Sales Director in 2012.