Plan for Retirement with PBI Financial Group
The Financial Advisors at PBI Financial Group offer a full menu of investment services. When you are young, you may not put retirement planning near the top of your list of priorities. PBI can show you how to work smarter so you can have a secure retirement. You need the best financial advice, and it must truly be unbiased. 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. We pursue and professional development to maintain the skills and credentials necessary to provide our clients with the best service. Our staff is fully committed to our clients. PBI Financial Group is goal-oriented and is as serious about your financial future as you are. Our personal approach results in enduring and long lasting relationships. We only make recommendations to clients that we would accept for ourselves. 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 as well.
Our Investment Professionals provide:
· Financial Planning and Brokerage
· Investment Advice and Strategies
· Investment Selection
· Financial Counseling
· Retirement Plans
· College Planning
It would be helpful to think about where you stand right now, and your expectations for your future. You should also be prepared to talk frankly about the level of risk you are willing to take to meet your goals. Your financial advisors will help you formulate a plan and stand by you while you pursue your goals. 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. Call us today: 860-233-1171.
