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About CB Financial Services

CB Financial Services is located at Columbia Bank. 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. The team has experienced Financial Planners on staff who can analyze a client’s current plan and make specific recommendations because every client is unique. Every discussion and solution set we create is customized and designed to meet the individual client’s goals.

The CB Financial Services team is made up of over 30 investment professionals. We provide investment services across the Columbia Bank footprint which includes Idaho, Oregon, and Washington. CB Financial Services has been consistently recognized for having one of the top financial services programs.



CB Financial Services - An Award Winning Program
Cetera Investment Services Honors

President’s Award/Circle of Excellence - 2018, 2017, 2014, 2012, 2011, 2010
Top Financial Institution 2018, 2017, 2016, 2015

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

CBFinancialServices@Ceterais.com


Washington 1-877-305-0056
Oregon 1-888-569-8823
Idaho 1-888-844-5336