Tax Preparation Services – West Hartford CT

PBI Insurance offers business and private tax preparation services in our greater Hartford and West Hartford CT service area. You have a lot of choices where and how you file your taxes. That’s why PBI Insurance is committed to serving you with the best value, expertise and service possible. We have over 30 years of tax preparation service in West Hartford and Greater Hartford CT area. We specialize in tax preparation, efiling, and tax refunds. Our experts will help you accurately file your return to ensure that you do not miss any tax credits or deductions. When you choose to have your taxes prepared by the experts at PBI Insurance you can rest assured that you will always receive knowledgeable tax advice and recommendations. For more information please call PBI Insurance. Call 860-233-1171.

Tax Preparations


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Tax Preparation Services | West Hartford CT | PBI Insurance

Tax Planning – West Hartford CT, Farmington CT

Tax Planning

We just wanted to remind all of our customers that we offer tax planning and preparation services. PBI extends our tax services to individuals and businesses in our service area. After three decades of providing tax services in the greater Hartford area, you can trust our experienced staff to complete your tax returns in a timely manner. We pride ourselves on our integrity, experience, and the personal relationships we have with each client. Annually we prepare more than 800 tax returns for individuals and small businesses. Upon meeting with one of our tax professionals, you will be personally interviewed to find all possible tax deductions. The tax return filed the prior year will also be reviewed. We want to be certain you receive all the tax deductions you deserve.

Click here to learn more about our tax preparation services. We are always here to answer any questions that you may have. We provide the highest quality tax services. Give us call today or email us with any questions you have or if you would like to set up an appointment. Call 860-233-1171.


Tax Planning | West Hartford CT, Farmington CT | PBI Insurance

Retirement Planning – Hartford CT, West Hartford CT

When it comes to retirement planning, the financial advisors at PBI help you map out a successful future. Making decisions now will be the difference between success and failure. When considering retirement planning the amount of questions and considerations can become overwhelming and make it difficult to understand if you are properly prepared. PBI Insurance will help you plan successfully for your future. We can provide you with those answers to your current questions and further explore your retirement goals and needs to identify questions you may not even be aware of asking.  At PBI we will provide you with an independent, experienced expert to help you plan your future accordingly. We identify your resources, obligations and goals. From there, we can assist you with developing your retirement lifestyle budget and expected cash flows. PBI Insurance will help you determine what is practical for your retirement plan and ultimately help you develop confidence in your financial health. Please call PBI Insurance to get started today! In the greater Hartford area, call 860-233-1171. We look forward to working with you soon.

retirement planning hartford ct, west hartford ct

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Retirement Planning | Hartford CT, West Hartford CT | PBI Insurance

Financial Planning for a Brighter Future – West Hartford CT

financial planning

Consult with PBI Insurance when you turn your attention to financial planning. Everyone’s dreams, needs and financial situations are different. The financial advisors at PBI offer a variety of financial services that will ensure you have a rosy financial future in your retirement years. We completely understand that each client will have a different financial situation with specific goals and objectives for the future. In order to better meet each client’s individual needs, we take a personalized approach to service. PBI has financial planning and brokerage, investment advice and strategies, investment selection, financial counseling, retirement plans, and college planning. We always provide outstanding service to our clients, we are very dedicated to doing everything correct and making it easy for you. So whether you’re looking to have an income that you cannot outlive, bring together wealth or provide a legacy for those you love, we provide a variety of services and products that can help you achieve your financial goals.

Since 1985, PBI has built a business and a reputation by always doing the right thing for our clients and providing a personalized level of customer service. PBI is family-owned and serves businesses and individuals from every corner of the state. At PBI, we are known for our outstanding reputation. 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. Call at 860-233-1171 and  let us help build your future.

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Financial Planning for a Brighter Future | West Hartford CT | PBI Insurance

Employee Benefits Consulting – Hartford CT, West Hartford CT

PBI Insurance  is a full-service employee benefits consulting and brokerage firm servicing clients locally and  nationwide. Our experience and knowledge contributes to our success with fully insured and self-funded insurance. We understand the time and attention each client deserves and work to clarify new compliance requirements, benefits planning and other topics that may seem confusing or overwhelming. Self funded health insurance doesn’t have to be complicated; let us show you how our working with PBI Insurance is your benefit! We are located in West Hartford and serve all surrounding areas. The agents at PBI Insurance negotiate great life, disability, dental and vision plans and rates. Call us today to make an appointment with one of our knowledgeable agents at 860-233-1171. We look forward to working with you soon.

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Employee Benefits Consulting | Hartford CT, West Hartford CT | PBI Insurance