CB Financial Services is an award-winning financial services program located at Columbia Bank, managing in excess of $2.2 Billion in client assets. The program offers comprehensive financial solutions based on Planning, Investment Management, Wealth Protection, and Retirement Solutions. Our team of over 40 financial professionals serve both businesses and individuals throughout the Pacific Northwest and Northern California.
Our core business philosophy centers on the Financial Planning Process where we evaluate each of the financial considerations which can affect a client's financial well-being. We have experienced Financial Planners on staff who create and analyze your customized plan and make specific recommendations designed to meet your individual goals.
Click HERE for a printable version outlining our program.
Click HERE for a printable version of our personal financial planning guide.
CB Financial Services - An Award Winning ProgramCetera Investment Services HonorsPresident’s Award/Circle of Excellence - 2018, 2017, 2014, 2012, 2011, 2010Top Financial Institution - 2018, 2017, 2016, 2015