Planning • Investment Management
Insurance • Retirement Solutions
Covid 19 Update
Our thoughts are with you during these unprecedented times. We hope you are well and staying safe. We are protecting our team members by following guidelines set by the states we operate in and Columbia Bank Management. Though many of our team members are working remotely our operations are running smoothly with access to all the systems and information we need to serve you.
We are here for you. Please reach out to us if we can be of assistance.
ARE YOU CONFIDENT YOU’VE ADDRESSED THE MULTITUDE OF FINANCIAL CONSIDERATIONS?
Please contact our office to inquire about creating a custom Financial Plan

our approach
Everything starts with a financial analysis of each client’s situation. From there we use financial planning to provide a roadmap for our clients. Only after examining a client’s financial health can we create the custom solutions specific to them.

our program
We have an award winning team of financial professionals dedicated to serving our clients through a holistic approach. We serve the needs of individuals, businesses, and For-Profit and Non-Profit Institutions.

our services
CB Financial Services has access to the best solutions providers in the country. Our job is to work with our client’s to uncover needs. Once we've identified our client’s needs we can draw on the resources of the best solution providers and money managers across the country to create unique solutions.

Client Centered
Our business is built on a foundation of thoughtful client relationships.
Interested in joining CB Financial Services?
Explore Your OptionsRESOURCES
Our goal is your success. Below are some resources to help you have a successful financial future.
When Special Care Is Needed: The Special Needs Trust
Charitable Giving: Smart from the Heart
Safeguard Your Digital Estate
Exit Strategies of the Rich and Famous
Relationships, Innovative Solutions, Client Centered
CB Financial Services and Columbia Bank