Taxes, retirement, spending and investing work better when you bring them all under one roof. Let CTB Financial clear the air by shining a new light on complex issues. At CTB Financial Services, Ltd., we get to know you - your values, your beliefs and your heart. As such, you can rely on us to take an active interest not only in your family's finances but also in your beliefs, passions and hopes for the future.
The process in which we get to know you takes time. But, we believe it is the best way to ensure your confidence in your own financial situation and goals. Ultimately, this is our purpose. Building on the brand and accomplishments of a CPA firm that is now more than 40 years old, CTB Financial Services, Ltd. was founded with deep roots in tax planning.
The process in which we get to know you takes time. But, we believe it is the best way to ensure your confidence in your own financial situation and goals. Ultimately, this is our purpose. Building on the brand and accomplishments of a CPA firm that is now more than 40 years old, CTB Financial Services, Ltd. was founded with deep roots in tax planning.
Services
If you think of your personal finances as a business and you are the President and Chairperson of the Board, you are the boss. The job we are hoping to interview with you for is that of your personal or family "CFO". In that role, our job is not to make decisions, but rather to feed information, analysis and recommendations on the topics relevant to you, your present and your future.
Reviews (1)
Jeanne LaMoore
Nov 03, 2017
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I'm not sure who wrote that other review, but when my husband and I met with Chuck and Jonathan, I appreciated that they had "educators' hearts" - I don't like financial stuff and I don't really understand it very well. They were patient and positive. Our meeting with them left me feeling very hopeful and ready to plan for our futures! We are not wealthy people, but they met us where we're at and encouraged us to make good choices for our financial futures. Our conversations were about more than just money, though. I recommend CTB!
