Broker Check

Our Mission

Enriching the Lives of Our Clients

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.

Our Broker Dealer

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.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Services

  • Retirement Planning through all three phases of retirement - Accumulation, Distribution, and Legacy.
  • As a Financial Planning focused program we have the ability to create comprehensive solutions for individuals and businesses.
  • Several of our advisors and their teams have expertise in the design and implementation of retirement plans to include transitioning plans from other advisors to create a more effective platform that benefits both the plan sponsor and their participants.
  • Risk Assessment and Mitigation through the use of sophisticated strategies like Trusts, Life Insurance, Key Man Insurance, and Business Continuation Plans.
  • Estate Planning - We work together with CPAs, Estate Planning Attorneys, Insurance Providers, and Trust Companies to help create an Estate Plan that will allow assets to pass per the client’s wishes and to help minimize tax liabilities that can arise with this complex subject.
  • Cash Management and Liquidity Solutions - We work with many corporations and non-profits to provide cash management solutions that balance their liquidity needs and their growth/income objectives.
  • Minimizing Tax Liability through well thought out investment structures and asset location. Our experience has taught us that the location of an asset is just as important as how it is invested.
  • Life Insurance and Long-Term Care Insurance to help our clients protect assets, protect their businesses, and to provide for their loved ones.
  • Trust Services - Through Columbia Trust Company**, a wholly owned subsidiary of Columbia Bank, we can leverage their 53 years of serving clients in the Pacific Northwest. They can provide a full range of trust services, including non-traditional assets and business ventures. 

** Columbia Trust Company is not affiliated with any Cetera entity.

What Sets Us Apart

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.

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