About Us

We specialize in financial planning for the mature investor.

Puritan Financial Companies Inc. is a family of companies dedicated to serving the financial needs of retirees and those approaching retirement age. 

Elderly couple holding grandkids

Our Promise

We feel strongly about providing the right advice for your situation. We’re committed to recommending solutions that fit your personal needs and put your best interests first.

The Puritan Family

Puritan Financial Companies, Inc. is a family of companies dedicated to serving the financial needs of retirees and those approaching retirement age.

Puritan Financial Group, Inc.

Puritan Brokerage Services Logo

Puritan Brokerage Services

Puritan Investment Advisors