Financial Planning Connecticut

Rely on the professional advisors at PBI Insurance for financial planning in Connecticut. When you want to work with trusted financial planning advisors, choose PBI Insurance. If it has been a while since you have reviewed your retirement assets, it would be a good time for a review. If your circumstances or family structure has changed recently, give us a call. What does your money mean to you? Safety, freedom, peace of mind? These are the emotions that come from having a sound financial plan. When you are nearing your retirement years, seek the advice of an experienced financial planner. A financial planner can explain the risks and benefits of your existing IRAS, 401Ks and stocks. If you are interested in working with a financial planner, the most important thing is to find someone you trust. At PBI we have the experience and offer financial planning services that help you take the stress out of managing your wealth. Our goal is to eliminate concern so that you can feel confident with the decisions that you are making. With a little bit of effort upfront you can put your finances on auto-pilot until your next big life event gives you a reason to revisit your financial plan. Please call PBI Insurance for more financial planning information: 860-233-1171.

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Connecticut Employee Benefits Packages

Connecticut Employee Benefits.

Connecticut Employee Benefits
PBI Insurance provides a full menu of Connecticut employee benefits packages to area businesses. Our staff provides personalized service to businesses all over the state. Whether you have 50 employees or 5,000, the expert staff at PBI work with you to select an appropriate benefits plan. We stay with you to adjust your employee packages as your business grows. We offer a full range of benefit plans. We offer the best terms and rates for group and individual medical and dental, short and long-term disability, group life and AD&D, retirement plans, and medicare products.

In addition to our excellent employee plans, we assist clients with value-added services including:

• Rectifying Claims Disputes
• Reconciling Billing Problems
• Conducting Enrollment Meetings
• Processing Enrollments/Terminations
• Updates on Industry Changes
• Premium Contribution Strategies

When you partner with PBI for your employee benefits you have friendly knowledgeable experts on your team. Having PBI Insurance on board will ensure that all of your benefits packages are being managed expertly. We take care of your employees, so that you can focus on success. For your convenience, we have offices in Hamden and West Hartford CT. Please call PBI Insurance for more employee benefit information. West Hartford: 860-233-1171 and Hamden: 203-230-0548.

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Tax Planning and Preparation – CT

Connecticut Tax Planning and Preparation Services.

CT tax planning.

When you need the best Connecticut tax planning and preparation services, call the professionals at PBI and relax. Every year income tax returns have to be filed with the Internal Revenue Service or the Connecticut State Department of Revenue Services. In your income tax return you are reporting your income, profits and losses of your business and other deductions. Tax planning  makes a big difference in the future value of a range of investments, therefore it has a great impact on a person’s standard of living now and in the future. At PBI we offer both tax planning and tax preparation. PBI has some of the best accountants and tax professionals in Connecticut. Our staff will expertly prepare your individual or business tax returns for submission to the IRS.

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. As a family owned and operated Connecticut company, we offer a complement of added value services to the table. We have offices in West Hartford (860-233-1171) and Hamden Connecticut (203-230-0548), or one of our agents will be glad to discuss your options at a location of your choice. Let us help build your future.

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Tax Planning and Preparation | Connecticut | PBI Insurance