Our Firm

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.

Our delivery model is parceled out into two categories: Investment Advisory Services and Financial Brokerage Services. Examples of services in each of the categories are as follows:

 Financial Planning & Brokerage:
• Equities
• Fixed Income Securities
• Mutual Funds
• Variable and Fixed Annuities
• Unit Investment Trusts
• Exchange Traded Funds
• Direct Participation Products
• Retirement Plans for Small Business

Investment Advisory Services:
• Wrap Accounts
• Wealth Management

Tax Planning and Preparation:
• Preparation of individual and small business returns.
• Free Electronic Filing
• Free Direct Deposit