Services for Individuals

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.



Plan Your Benefits Today


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.

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

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