91
Growth Score
38 pts
Heat Score
pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Puritz & Associates provides financial planning, investment management, retirement strategies, and insurance solutions for individuals.
About the Company
Puritz & Associates is a financial services firm that focuses on helping clients plan for, reach, and enjoy retirement. The firm provides portfolio management, retirement income strategies, risk management, and education funding strategies. It also offers life and health insurance options, including individual and group coverage, long-term
care, accident, and supplemental health policies. Services extend to high-net-worth clients, small business owners, and working professionals, with support in debt management, money management, and ongoing financial education. The website includes tools such as calculators, a glossary, and tax resources to support personal financial decisions.
