Who We Are

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.

Working For Puritan

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.

Giving Back

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.