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Looking to simplify your business or create a succession plan?

If you are considering a change we would love to talk with you.

We are an award winning financial services program.  Our team of financial advisors, financial planners, and outstanding assistants serve clients throughout the Pacific Northwest.  We have 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. If you prefer we can bring you onto the team where you can run your practice as part of our program.  We can help simplify your life and eliminate many of the expenses you currently are responsible for.  CB Financial Services will provide all the support and tools you need to thrive. As a team member you will have access to our operations and compliance departments.  In addition you will be supported by an experienced assistant and our financial planning team.

We can create a succession plan that will allow you to retire while unlocking the value of your practice.

We can help simplify your life and eliminate many of the expenses you now have.  We provide all the support and tools you need to be successful.  



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

Stephen Poole, SVP, Program Manager 

stephen.poole@ceterais.com     503-449-1753

Kevin Donovan, SVP, Director Of Wealth

kevin.donovan@ceterais.com   253-305-1559