Planning • Investment ManagementInsurance • Retirement Solutions
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.
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.
CB Financial Services has access to some of the leading solution 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.
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
CB Financial Services and Columbia Bank