by | Oct 28, 2018 | financial planning, financial planning services
When it comes to the subject of financial planning, the expert advisors at PBI have services that may benefit your future. The decades go by quickly and before you know it, your retirement years are a decade away. 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. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a place of your choice. 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.
by JT Gutcheon | Jul 13, 2018 | health insurance, individual health insurance
PBI Insurance will work hard to hook you up with the most affordable, high quality individual health insurance coverage available. We can prep you with our guidance and knowledge so you make a well informed decision based on all of the health insurance options.
We can make an individual plan that meets all of your needs. PBI professionals offers plans from a wide variety of insurance carriers such as Access Health CT, Healthy CT, Aetna, Anthem Blue Cross and Blue Shield / Wellpoint, ConnectiCare, and many more. We will pick out a plan for you that meets the standards of the Affordable Care Act. Call us now to make an appointment at 860-233-1171 at our Hartford office or at 203-230-0548 at out New Haven office. We hope to hear from you soon.
by | Jun 24, 2018 | tax preparation services
Business and Personal Tax Preparation in CT
For personal and business tax preparation services in Connecticut, get in touch with PBI Insurance. We can handle your state and federal tax preparation, estimate your taxes for the coming year, and more. For small businesses, every quarter is tax season, and you need a reputable company to prepare your taxes. PBI has 30 years of experience in tax preparation and tax planning in the greater New Haven and Hartford areas. We try to offer an easy experience for every client. We interview our clients in order to find all of their tax deductions and we also tend to review last year’s tax return in order to get a better understanding. We also have value added services such as:
• Free Electronic Filing for State/Federal Returns
• Free Direct-Deposit of State/Federal Refunds
• Employer-Sponsored Group Discount
• Refer-A-Friend Bonus Program
Call us now at our Hartford office at 860-233-1171 or our New Haven office at 203-230-0548 for more information or to schedule your appointment. One of our agents will be glad to discuss your options at a place of your choice. We are PBI: Let us help build your future.
by JT Gutcheon | Mar 21, 2016 | payroll services
PBI offers payroll services. If you don’t already know, payroll services is a software that organizes all the functions of employee payment and the filing of employee taxes. These functions can be keeping tracking of hours, calculating wages, withholding taxes and deductions, printing and delivering checks and paying employment taxes to the government. What’s great about the payroll services is that everything can be found and reported in one place. You are able to report on items such as employee data changes, employee terminations and benefit updates. Read about all of the benefits of payroll services by clicking here.
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. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a place of your choice. West Hartford: 860-233-1171 and Hamden: 203-230-0548. Let us help build your future.
