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Puritan Financial Companies, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

Puritan Financial Companies, Inc. operates in the financial services sector and is based in Plano, Texas. The firm emphasizes ethical conduct and high-quality service in its client work. It offers personalized advisory support and financial tools designed to assist individuals as they prepare for retirement, manage retirement income, and plan for leaving a legacy.

Its client base includes individuals seeking retirement planning and legacy planning, with services tailored to these financial considerations. As a smaller firm within the financial services industry, Puritan provides ongoing support across different stages of retirement from its Plano location.

Find Puritan Financial Companies, Inc. employees' phone numbers or email addresses

Puritan Financial Companies, Inc. Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Puritan Financial Companies, Inc.'s Leadership

  • Stylized image of a person
    N. R.
    Staff Accountant
    Mobile Phone

Puritan Financial Companies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Business
  • Human Resources
  • Community & Social Services
  • Other
  • Accounting

Contact profiles from Puritan Financial Companies, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    N. R.
    Staff Accountant
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Puritan Financial Companies, Inc. known for?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc. was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-972-380-****
. Explore Puritan Financial Companies, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconPuritan Financial Companies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Puritan Financial Companies, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconPuritan Financial Companies, Inc. has approximately 45 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Puritan Financial Companies, Inc.'s key employees and leadership?

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As of July 2026, Puritan Financial Companies, Inc.'s key employees include:

  • Staff Accountant: N. R.

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