Puritan Financial adds Dave Gurnee to their Wealth Management Team
January 20, 2010 (PRLEAP.COM) Business NewsPuritan Financial Companies, Inc. announced recently that Dave Gurnee will be joining the Puritan Wealth Management Group. Dave is a Certified Financial Planner PractionerTM (CFP®), and a Chartered Financial Consultant®(ChFC®). He served several Fortune 500 companies in various capacities since graduating from The Pennsylvania State University with a Bachelor's degree in Business Logistics.
Dave has twice been awarded the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA) and has served on the local NAIFA board. Dave uses his training and experience to help clients with a holistic financial planning approach; with particular emphasis on retirement, estate and Long-Term-Care planning.
Dave will be assisting clients in the Indiana area.
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.