by admin_ng3149khjh | Jan 22, 2017 | tax consultation, tax preparation services
When it is time to choose a company for tax planning and tax preparation, call the professionals at PBI Insurance. PBI has three decades of tax planning and preparation services experience. The tax professionals at PBI bring our experience and integrity to each consultation. Business clients and individuals in need of tax preparation advice in Connecticut find PBI receive value-added services which includes free electronic filing, free direct deposit of refunds, refer-a-friend bonuses, and employer-sponsored group discount. PBI will interview each client in depth to discover every possible tax deduction. PBI Agents are thorough: our practice is to review tax returns from prior years.
The professional staff at PBI are happy to be your trusted Connecticut tax experts. We 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 | Jan 9, 2017 | Uncategorized
PBI INSURANCE
Tax Preparation Services in Connecticut
It’s time to get your income taxes in order again! PBI has three decades of tax planning and preparation services experience. Whether you are a business client or an individual in need of tax preparation advice, you owe it to yourself to call PBI when you need a professional tax consultation in Connecticut. The tax professionals at PBI bring our experience and integrity to each consultation. We establish a personal relationship with every client. Each client is interviewed in depth to discover every possible tax deduction and your prior year’s tax return is reviewed.
The professional staff at PBI are happy to be your trusted Connecticut tax experts. We 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.
We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we pledge to bring added value services 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 place of your choice. Let us help build your future.
by admin_ng3149khjh | Jan 2, 2017 | financial planning, financial planning services
PBI INSURANCE
pbiins.com
Financial Planning Services in Connecticut
As we embark upon the dawning of another new year, it may be 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 | Dec 19, 2016 | financial planning, financial planning services
Financial Planning West Hartford CT, New Haven
At PBI Financial Group, we provide individuals and businesses comprehensive retirement, financial planning, and investment experience. At PBI Financial, we are goal-oriented and proactive with our clients. Unsolicited personal portfolio reviews are made on an ongoing basis. The PBI staff is readily available and responsive to our clients and your call is always greeted by one of our professional and courteous staff members.
Our business success depends on our performance with our valued clients. We routinely provide excellent follow-up to reinforce our role in your long term plans. PBI Financial appreciates referrals from satisfied clients. At PBI Financial we will pursue continuing education and professional development in order to maintain the skills necessary to provide our clients the best service.
Our investment professionals provide:
· Financial Planning and Brokerage
· Investment Advice and Strategies
· Investment Selection
· Financial Counseling
· Retirement Plans
· College Planning
We at PBI 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.
Financial Planning West Hartford CT, New Haven
by admin_ng3149khjh | Aug 11, 2016 | Uncategorized
In life, you just never know what’s around the corner. So if you take a tumble one day and break a leg, you’ll want to rest assured that you’re covered with quality health insurance. PBI Insurance can help you get there with our selection of health insurance plans and providers for residents of West Hartford, Farmington, and Avon, CT and surrounding areas. We are located in Hamden, CT and well worth the drive for individuals coming form surrounding areas. Don’t wait! Health insurance is a risky thing to not have. Make sure you and your loved ones are cared for in the event of an illness or injury. Give our friendly agents a call today to see how we can help.
