Planning • Investment ManagementInsurance • Retirement Solutions
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.
Please contact our office to inquire about creating a custom Financial Plan
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 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.
Our business is built on a foundation of thoughtful client relationships.
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
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
How much do you know about investing? Take our quiz and find out instantly.