Be Confident about your Retirement with PBI Financial Group
You will be pleased to learn that we have first rate financial advisors here at PBI. It is never too early to speak to an advisor about planning for your retirement, planning for your child’s future college tuition, or getting help selecting the best stock portfolio that get you the returns you are looking for. PBI Insurance offers personal and group financial planning and investment services through the PBI Financial Group. The PBI financial advisor representatives are licensed and certified, and are very knowledgeable about the products and services they offer. At PBI our personal approach results in enduring and long lasting relationships. We only make recommendations to clients that we would accept for ourselves.
Our Investment Professionals provide:
· Financial Planning and Brokerage
· Investment Advice and Strategies
· Investment Selection
· Financial Counseling
· Retirement Plans
· College Planning
With Our PBI Financial Services, we are fully committed to our clients. We are goal-oriented and proactive with each of our clients. We arrange unsolicited personal portfolio reviews on an ongoing basis. We are readily available and responsive to our clients. Your call is always greeted by one of our professional and courteous staff members. We provide excellent follow-up service so that you will have no hesitation referring us to other individuals. We will pursue continuing education and professional development in order to maintain the skills and credentials necessary to provide our clients with the best service. At PBI, all your financial needs are under one roof. Learn more at our PBI Financial Group website. Come in to our West Hartford office to see what we can do for your future.