financial planning

When you are looking for help with financial planning in Southington CT, call the office of PBI Insurance. Our experienced staff can offer guidance in protecting your wealth. We have the products and strategies that can secure your assets in your golden years. The decades go by quickly and before you know it, your retirement years just around the corner. When you are ready to delve into the fitness of your retirement plan, consult with PBI. The financial advisors at PBI offer a variety of financial services that will ensure you have a rosy financial future in your retirement years. Everyone’s dreams, needs and financial situations are different. 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. Our West Hartford office is minutes from Southington. When you are ready to delve into the fitness of your retirement plan, consult with the advisors of PBI about your financial future. Call 860-233-1171 today for a consultation.


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Financial Planning | Southington CT | PBI Insurance