Our team of over 30 financial professionals has extensive experience serving the comprehensive needs of their clients. We take each day as an opportunity to enhance the financial futures of our individual clients, their businesses, and help them to create a lasting legacy.
Cetera Investment Services is our broker dealer partner. Cetera Financial Group is one of the largest and most recognized companies in the country. Cetera gives our financial advisors, planners, and operations personnel access to research teams and industry experts, providing additional support to CB Financial Services clients.
** Columbia Trust Company is not affiliated with any Cetera entity.
Managing almost $2 Billion in clients' assets and nationally recognized as one of the top wealth management programs in the country among financial institutions. Our goal is to create long-term relationships with our clients which allows us to help them navigate as life unfolds. We never take a cookie cutter approach when serving our clients. Our efforts center around providing customized guidance and solutions for each of our clients. We have two experienced Financial Planners on staff so we can begin the process of addressing all of a client’s financial considerations.
We take our cue from our parent company, Columbia Bank, who is consistently recognized for their service to the communities they serve. A culture centered around building enduring relationships, driving innovation that helps simplify a client’s life and work, and a commitment to serving others in our community.