by admin_ng3149khjh | Apr 2, 2017 | financial planning, financial planning services
Financial Planning Services in Avon
At Tax time we all wonder where our money went – and why we were unable to save enough for the retirement fund. It certainly is not too late to take the bull by the horns and get the Financial Planning advice you need. Today is the best time to take steps toward improving your financial future. It is never too soon to seek out a professional to maximize one’s options when planning your investments and assessing future income. There are many reasons to seek financial counseling. For the college graduate just starting to get a career on track, getting a handle on student loan debt and preparing for retirement cannot start soon enough. For the middle aged couple wondering whether to relocate their home or downsize their living space in preparation for retirement living, major life decisions require a plan.
PBI Financial Group provides comprehensive retirement and financial planning services. We provide the individual and business investor counseling on investment strategies and retirement planning. The professional staff at PBI Financial offers our clients periodic portfolio reviews and follow-up. We at PBI invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.
by admin_ng3149khjh | Mar 19, 2017 | employee benefits, group benefits
Group Benefits West Hartford Ct
A significant percentage of prospective employees state that a company’s group benefits package is of high importance when choosing between employers. In West Hartford CT, call the experts at PBI. Whether you would like to create a top-shelf employee benefits package to keep and attract the best, or you require a modest package, call the experts at PBI Insurance. The choices a company makes when fashioning a group benefits package tells your employees what you value, what your company believes in, and that your employees are valued.
If you are seeking an employee benefit plan that provides cost savings and exceptional level of benefits, PBI will develop a detailed cost/benefit proposal tailored to the needs of your business.
Our full range of employee benefit plans includes:
• Group Medical
• Dental
• Short Term/Long Term Disability
• Group Life & AD&D
• Retirement Plans
• Voluntary Ancillary Products
• Individual Health
• Medicare Products
To learn about all the group insurance options available to your employees, we invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region.
by admin_ng3149khjh | Mar 5, 2017 | financial planning, financial planning services
Connecticut Financial Planning Services
At this time of the year, we are turning out attention toward our tax obligation. Are you doing what you can to make the most of your investments? PBI Insurance suggests it may be time to take steps toward improving your financial future. It is never too soon to seek out a professional to maximize one’s options when planning your investments and assessing future income. There are many reasons to seek financial counseling. For the college graduate just starting to get a career on track, getting a handle on student loan debt and preparing for retirement cannot start soon enough. For the middle aged couple wondering whether to relocate their home or downsize their living space in preparation for retirement living, major life decisions require a plan.
PBI Financial Group provides comprehensive retirement and financial planning services. We provide the individual and business investor counseling on investment strategies and retirement planning. The professional staff at PBI Financial offers our clients periodic portfolio reviews and follow-up. We at PBI invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.
by admin_ng3149khjh | Feb 19, 2017 | tax consultation, tax preparation services
Tax Preparation Services
Tax Time is creeping up on us once again now that we are in mid- February. In New Haven, Hartford and all Connecticut, your personal or business tax preparation company should be PBI. Tax Planning and Preparation are among our premier services for both individual taxpayers and business clientele. With the Tax Professionals at PBI you will always receive a thorough review of the prior year’s tax return and finds every deduction you are entitled to.
TESTIMONIAL
“I have been a loyal PBI tax client for many years now, and when I started up Advocacy for Patients with Chronic Illness, Inc., a tax-exempt nonprofit, I hired PBI to complete our business tax return as well. PBI is timely, informed, and trustworthy. I value their advice, and know that I will always have a reputable tax preparer standing behind their work. I strongly recommend PBI as a tax preparer for individuals and businesses alike.” Jennifer Jaff, Farmington, Tax Preparation client
When you need a professional tax consultation, you owe it to yourself to call PBI. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we bring decades of experience to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a location of your choice. Call PBI at 860-233-1171 today, and Let us help build your future.
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by admin_ng3149khjh | Feb 5, 2017 | Uncategorized
Tax Preparation Services in New Haven CT and Hartford CT
Tax Time is upon us once again. In New Haven, Hartford and all Connecticut, your personal or business tax preparation company should be PBI. Tax Planning and Preparation are among our premier services for both individual taxpayers and business clientele. With the Tax Professionals at PBI you will always receive a thorough review of the prior year’s tax return and we pledge each client receives value-added services.
What can you do to prepare for your consultation? It always helps to have your records up to date, be certain you have receipts for expenses. Are your business driving records complete? Keep track of those ‘petty cash’ purchases, continuing education, and meal costs while traveling. Are your payroll, property, local, excise and self-employment taxes paid in a timely manner?
You owe it to yourself to call PBI when you need a professional tax consultation in Connecticut. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At tax time, you can appreciate a tax consultant that finds every deduction you are entitled to. At PBI, we bring decades of experience to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a location of your choice. Call PBI at 860-233-1171 today, and Let us help build your future.
