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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

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our approach

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.

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our program

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.  

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our services

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.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Interested in joining CB Financial Services?

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RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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Relationships, Innovative Solutions, Client Centered

CB Financial Services and Columbia Bank

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