Financial Planning – Farmington CT

financial planning services connecticut

For the best guidance in financial planning, trust PBI for products and strategies that may brighten your future. 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 Farmington. 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 | Farmington CT | PBI Insurance

Tax Planning – West Hartford CT, Farmington CT

Tax Planning

We just wanted to remind all of our customers that we offer tax planning and preparation services. PBI extends our tax services to individuals and businesses in our service area. After three decades of providing tax services in the greater Hartford area, you can trust our experienced staff to complete your tax returns in a timely manner. We pride ourselves on our integrity, experience, and the personal relationships we have with each client. Annually we prepare more than 800 tax returns for individuals and small businesses. Upon meeting with one of our tax professionals, you will be personally interviewed to find all possible tax deductions. The tax return filed the prior year will also be reviewed. We want to be certain you receive all the tax deductions you deserve.

Click here to learn more about our tax preparation services. We are always here to answer any questions that you may have. We provide the highest quality tax services. Give us call today or email us with any questions you have or if you would like to set up an appointment. Call 860-233-1171.


Tax Planning | West Hartford CT, Farmington CT | PBI Insurance