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