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Puritan Financial launches wealth management group


Puritan Financial has launched a wealth management group to provide financial and investment advice to clients and successor trustees through the estate settlement process.

The purpose of the 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, registered representatives, and licensed insurance agents.

The new advisers for the division are Dave Gurnee, Russell Jeanis, Larry Miller, John Reed, and Cheryl Banner.

Puritan Financial is a provider of financial solutions for clients beginning in their peak earning years and continuing through retirement.

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