PC Planning & Benefits, Inc. Email Format
Financial ServicesConnecticut, United States2-10 Employees
PC Planning & Benefits, Inc. is a financial services firm based in Simsbury, Connecticut. It serves owners of closely held businesses, as well as executives, professionals, and high-net-worth individuals. The firm seeks to help these clients protect wealth and minimize taxes through sophisticated strategies and modern planning techniques. As a small practice, it operates with a compact, specialized team. Its client base reflects a niche within financial services, emphasizing wealth preservation and tax efficiency. More information is available at pcplanning.com.