Puritan Financial introduces Wealth Management Group
January 18, 2010 (PRLEAP.COM) Business NewsPuritan Financial Companies, Inc. has recently added a new division to their growing company. Their Wealth Management Group has been established to provide financial and investment advice to clients and successor trustees through the estate settlement process.
The purpose of the Wealth Management Group is to "bring a high level of financial advice and estate settlement services to a new generation of Puritan clients," says Bruce Pullen, Vice President of the new division.
All advisors are Investment Advisor Representatives (IARs), Registered Representatives, and Licensed Insurance Agents and have the requisite credentials to provide this important type of assistance. The new advisors for the Wealth Management Division are Dave Gurnee, Russell Jeanis, Larry Miller, John Reed, and Cheryl Banner.
About Puritan Financial Companies:
Puritan Financial Companies is a leading provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth. Puritan Financial Companies has just over fifty thousand client households and operates in 14 states throughout the country. Puritan Financial Companies, Inc. is a privately owned holding company that has four operating subsidiaries that include a Registered Broker Dealer (Puritan Brokerage Services, Inc.); a registered Investment Advisor (Puritan Investment Advisors, Inc.); a multi-state licensed insurance agency (Puritan Financial Group); and a life insurance company (Puritan Life Insurance Company). For more information about Puritan Financial Companies products and services, please visit www.puritanlife.com
This press release includes statements that may constitute "forward-looking" statements within
the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements inherently involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, continued acceptance of Puritan's products and services in the marketplace, competitive factors, changes in regulatory environments, and other risks. Puritan does not undertake any obligation to update or publicly release any revisions to any forward-looking statements to reflect events, circumstances or changes in expectations after the date of this press release.