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Looking to simplify your business or create a succession plan?

CB Financial Services is an award-winning financial services program. Our team of financial advisors, financial planners, and outstanding assistants serve clients throughout the Pacific Northwest and Northern California. We've created a culture where advisors can thrive!

Part of our growth plan involves the acquisition of assets and/or the addition of independent advisors or RIAs. We can explore the possibility of buying your book, or, if you prefer, we can bring you onto the team where you can run your practice as part of our program. We help simplify your life and eliminate many of the expenses you're  currently responsible for. We can even create a succession plan that will allow you to retire while unlocking the value of your practice.

CB Financial Services will provide all the support and tools you need to succeed. As a team member you will have access to our operations and compliance departments. In addition, you'll be supported by an experienced assistant and our financial planning team.

To explore a possible sale or transition please reach out to a member of our management team:

Kevin Donovan
SVP, Director of Wealth
253-305-1559
kevin.donovan@ceterais.com

Stephen Poole
SVP, Program Manager
503-449-1753
stephen.poole@ceterais.com