Welcome and thanks for visiting our website.
At PBI Financial Group, we provide individuals and businesses with comprehensive retirement, financial planning, and investment experience. Also, we have been working with advocates of Dave Ramsey since October, 2004.
Be Confident About Your Retirement
Our investment professionals provide:
· Financial Planning and Brokerage
· Investment Advice and Strategies
· Investment Selection
· Financial Counseling
· Retirement Plans
· College Planning
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Find out how and why mergers and acquisitions take place (and why they matter to investors).
Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.