by JT Gutcheon | 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 JT Gutcheon | 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 JT Gutcheon | 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.
by JT Gutcheon | Aug 7, 2016 | Uncategorized
In terms of friendliness and competence, PBI Insurance, servicing West Hartford, Hartford, and New Haven, CT, is the best choice for finding health insurance plans. Our expertise and how we approach working with clients is second to none, and we are known across the state for our outstanding reputation. We are happy to work with clients face to face or over the phone to help find the best health insurance for their needs and budget. If you have any questions about health insurance, please don’t hesitate to give us a call! Our knowledgeable staff is happy to help as much as possible with any health insurance questions or needs you have. Give us a call!
by JT Gutcheon | Jul 24, 2016 | Uncategorized
PBI will find the best most affordable comprehensive health insurance coverage for you. We can prep you with our guidance and knowledge so you make a well informed decision based on all of the health insurance options. We can make an individual plan that meets all of your needs. PBI professionals offers plans from a wide variety of insurance carriers such as Access Health CT, Healthy CT, Aetna, Anthem Blue Cross and Blue Shield / Wellpoint, ConnectiCare, and many more. We will pick out a plan for you that meets the standards of the Affordable Care Act. Call us now to make an appointment at 860-233-1171 at our Hartford office or at 203-230-0548 at out New Haven office. We hope to hear from you soon. Individual Health Insurance – New Haven CT, North Haven CT.
Health Insurance Coverage – CT
