About PBI Financial Group

PBI Financial Group is pleased to provide a diverse array of products and services to individuals and businesses. Our firm offers comprehensive financial planning, investment advisory services, brokerage services and college planning.

Our services are not tied to any single product or insurance/investment company, so our clients can be assured that what we recommend is really in their best interest. We value our non-proprietary focus that allows us to offer solutions that are driven by your needs and goals.

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Find out how we can help you reach your financial freedom.

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