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.

Financial Planning Services Avon CT