Testimonials

  • employee benefits
  • life insurance
  • financial planning
  • financial planning services connecticut

What Our Customers Are Saying…

“PBI does a great job. We get good personal service – anytime I call them about anything they get right to work on it. This is exactly the kind of service we were looking for.”
Bill Hoch, Shady Glen Dairy Bar, Manchester, Employee Benefits client

 

“From my first meeting with PBI, I felt assured that our employees would always come first. Our employees are now at ease knowing that even the slightest problems with their insurance can be fixed with just a single phone call to PBI. PBI is professional, courteous, and a company you can count on to get things done, I wish all my business partnerships were this easy!”
Hollis Bufferd, JJ Bender LLC, Fairfield, Employee Benefits client

 

“I have been a loyal PBI tax client for many years now, and when I started up Advocacy for Patients with Chronic Illness, Inc., a tax-exempt nonprofit, I hired PBI to complete our business tax return as well. PBI is timely, informed, and trustworthy. I value their advice, and know that I will always have a reputable tax preparer standing behind their work. I strongly recommend PBI as a tax preparer for individuals and businesses alike.”
Jennifer Jaff, Farmington, Tax Preparation client

 
 

HARTFORD OFFICE:

62 LaSalle Road
West Hartford, Ct 06107
Phone: 860-233-1171
Fax: 860-233-1510
jtgutcheon@pbiins.com

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NEW HAVEN OFFICE:

Offices for Lynn M. Mut
355 Main Street
Hamden, Ct 06514