Our Services

Income Planning

Puritan can show you income planning options to help protect and extend your retirement savings as well as how to transfer what’s left to your loved ones in the most effective manner.
Managing Your Savings with Puritan

Managing Your Savings

Puritan Investment Advisors is here to help you protect and grow your savings. We will partner with you to make sure you are comfortable with the right mix of guarantees and growth strategies to help you and your family. We will explain this to you in plain, easy to understand language so that you are comfortable with your decisions. All of our advisors in Puritan Investment Advisory firm have passed rigorous examinations and are knowledgeable to help you.

Medicare Supplement Plans

Medicare Supplement Plans

As you age, your healthcare concerns may include having a medicare supplement insurance plan. If you get sick, we want to help you with the option of staying home and receiving quality care and bypassing a nursing home.

Neither Puritan nor any of its employees or advisors practice law. All legal questions and opinions are at the discretion of licensed attorneys that you engage.