Personal Planning Services

LMBCo offers specialized services for individuals including:

Financial planning
Estate planning
Retirement planning
Disability planning

Each partner and associate values their client relationships and will work with you to secure the financial future of you and your family. We are experienced professionals dedicated to meeting the needs of those who rely on us.

Why Choose Us?

Plan Your Benefits Today

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Testimonials

Philip Katen
Their depth of knowledge and experience have been essential to our ability to navigate the ever changing benefit landscape.
Philip Katen 
President & General Manager – Plastikos
Plastikos, Inc. / Micro Mold Company, Inc.
Logistics Plus
Lillis, McKibben, Bongiovanni & Co. has the service, experienced and specialized knowledge to ensure that our employees are getting the most comprehensive benefits programs we can offer.
Jim Berlin, CEO
Logistics Plus
Howard R. Pollock - Morris Coupling Company
Their organization is comprised of experienced, dedicated professionals who truly understand client needs
Howard R. Pollock - President/CEO
Morris Coupling Company