Addison, Texas (PRWEB) April 08, 2014
Puritan Financial Companies, Inc., announces that an agreement has been completed with National Association of Family Benefits, NAFB. Puritan will provide ongoing financial and administrative services to clients referred by NAFB in the state of Pennsylvania. NAFB had previously contracted with Quest Financial, which is no longer authorized to contact these clients.
Puritan will be providing annual in-home financial and administrative reviews. Services will also include access to the company’s brokerage and investments advisors divisions. The Medicare Supplement team can give clients competitive quotes on their Medigap coverage. Puritan even has an experienced Client Services team that can give answers to the most challenging questions and referrals to even more services. The company’s CEO, Matt McIntyre says, “We have a lot to offer, and we’re grateful for the opportunity to reach out to these clients. We welcome them to the Puritan family and look forward to earning their trust.”
Puritan has been in business since 1994, and has an A+ rating with the Better Business Bureau. Over the past seven years, the company has greatly expanded its reach, by acquiring the right to serve clients from other firms. District Manager, John Schiavo and his team look forward to meeting the new clients. He says, “We’re excited to speak with and learn about these clients, so that we can provide service consistent with Puritan standards."
Services provided by Puritan will begin immediately, and will be in addition to any previous services provided by NAFB. McIntyre says, “This is an excellent opportunity to ensure the people get excellent ongoing benefits and service. We’re here to help, and make a difference in their financial lives.”