Goosehead Insurance-Plano, Texas

Puritan Financial Group is a Registered Investment Advisors Boutique that has been providing investment, annuity, and planning solutions for over 30 years. They cater to overachievers in the middle and upper middle class, offering less complex and more effective strategies to help clients live life on their own terms. With a solid understanding of their clients' unique challenges, Puritan Financial Group takes a hybrid approach, combining proprietary investment strategies and annuities to navigate the market and grow capital with less downside risk. Puritan Financial Group's goal is to help clients achieve their dreams and live a secure life. They design clear paths and financial plans to achieve clients' goals, using a blend of proprietary investment strategies to secure their financial future with less uncertainty. With a commitment to learning and growing, Puritan Financial Group recognizes and rewards overachievement, ensuring that clients receive the clarity and guidance they need to achieve financial security and freedom in life.Generated from the website