What is Puritan Financial Companies, Inc.'s NAICS code?

Puritan Financial Companies, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Strong Financial Position Puritan Financial Companies demonstrates solid revenue figures between 50 million and 100 million dollars, indicating a healthy financial status and potential for continued investment in growth initiatives and advanced financial technology solutions.

Niche Market Focus With a personalized service approach centered on retirement planning and legacy management, Puritan offers tailored financial products, suggesting opportunities for customized digital tools and enhanced client engagement platforms.

Mid-Sized Team Operating with a team of 11 to 50 employees, Puritan may prioritize scalable technology solutions that improve efficiency and customer service, offering potential for sales of SaaS tools or automation technology.

Competitive Industry Positioned alongside major financial service providers like Charles Schwab and Fidelity, Puritan represents a segment focused on personalized financial advice, creating a potential market for innovative client retention and onboarding solutions.

Digital Presence Utilizing platforms like WordPress and SEO tools, Puritan values online engagement, opening prospects for digital marketing services, website optimization, and secure client communication tools to enhance their online reach.

Similar companies to Puritan Financial Companies, Inc.

Puritan Financial Companies, Inc. Tech Stack

Puritan Financial Companies, Inc. uses 8 technology products and services including WordPress, Font Awesome, Google Fonts API, and more. Explore Puritan Financial Companies, Inc.'s tech stack below.

WordPress
Content Management System
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Select2
Javascript Libraries
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
Yoast SEO
Search Engines
YouTube
Video Players

Media & News

Puritan Financial Companies, Inc.'s Email Address Formats

Puritan Financial Companies, Inc. uses at least 1 format(s):

Puritan Financial Companies, Inc. Email Formats	Example	Percentage
FLast@puritangroup.com	JDoe@puritangroup.com	71%
FirstLast@puritangroup.com	JohnDoe@puritangroup.com	23%
First.Last@puritangroup.com	John.Doe@puritangroup.com	3%
First@puritangroup.com	John@puritangroup.com	3%

Frequently Asked Questions

Where is Puritan Financial Companies, Inc.'s headquarters located?

Puritan Financial Companies, Inc.'s main headquarters is located at 5085 West Park Boulevard Sutie 700 Plano, Texas 75093 United States. The company has employees across 1 continents, including North America.

What is Puritan Financial Companies, Inc.'s phone number?

You can contact Puritan Financial Companies, Inc.'s main corporate office by phone at

+1-972-380-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Puritan Financial Companies, Inc.'s official website and social media links?

Puritan Financial Companies, Inc.'s official website is puritangroup.com and has social profiles on LinkedIn.

What is Puritan Financial Companies, Inc.'s SIC code NAICS code?

Puritan Financial Companies, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Puritan Financial Companies, Inc. have currently?

As of April 2026, Puritan Financial Companies, Inc. has approximately 45 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. P.Chief Executive Officer: M. M.Client Services Manager: P. S.. Explore Puritan Financial Companies, Inc.'s employee directory with LeadIQ.

What industry does Puritan Financial Companies, Inc. belong to?

Puritan Financial Companies, Inc. operates in the Financial Services industry.

What technology does Puritan Financial Companies, Inc. use?

Puritan Financial Companies, Inc.'s tech stack includes WordPressFont AwesomeGoogle Fonts APISelect2jQueryLightboxYoast SEOYouTube.

What is Puritan Financial Companies, Inc.'s email format?

Puritan Financial Companies, Inc.'s email format typically follows the pattern of FLast@puritangroup.com. Find more Puritan Financial Companies, Inc. email formats with LeadIQ.

When was Puritan Financial Companies, Inc. founded?

Puritan Financial Companies, Inc. was founded in 1994.

Puritan Financial Companies, Inc.

Q: What technology does Puritan Financial Companies, Inc. use?

Puritan Financial Companies, Inc.'s tech stack includes Bootstrap, PHP, Twemoji, Facebook, Yoast SEO.

Financial ServicesTexas, United States11-50 Employees

At Puritan, we are committed to serving our clients with integrity and excellence. Puritan offers personalized service and financial tools that provide security and peace of mind. Whether preparing for retirement, managing retirement, or leaving your legacy, Puritan is dedicated to being your financial partner for life.

Company Overview

Headquarters: 5085 West Park Boulevard Sutie 700 Plano, Texas 75093 United States
Phone number: +1-972-380-****
Website: puritangroup.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 52 - Finance and Insurance
Founded: 1994
Employees: 11-50