After November, all of your wages will be subject to a permanent payroll tax. Our thoughts are with you during these unprecedented times. We hope you are well and staying safe. We are protecting our team members by following guidelines set by the states we operate in and Columbia Bank Management.
Though many of our team members are working remotely our operations are running smoothly with access to all the systems and information we need to serve you.Everything starts with a financial analysis of each client's situation. From there we use financial planning to provide a roadmap for our clients.
Though many of our team members are working remotely our operations are running smoothly with access to all the systems and information we need to serve you.Everything starts with a financial analysis of each client's situation. From there we use financial planning to provide a roadmap for our clients.
Services
CB Financial Services is located at Columbia Bank. Our core business philosophy centers on the Financial Planning Process where we evaluate each of the financial considerations which can affect a client's financial well-being. The team has experienced Financial Planners on staff who can analyze a client's current plan and make specific recommendations because every client is unique.
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.
Managing your wealth takes time, consideration, and experience. CB Financial Services will make sure your hard-earned wealth is in good hands. We offer comprehensive and customizable financial services to help turn your unique goals into a very attainable reality. We understand the multitude of challenges that face individuals and business owners today.
ADVICEWORKS provides a valuable resource that allows clients and prospects to monitor their investments and financial data. It also allows the user to place additional financial data into a vault where they can aggregate and view all their financial assets in one place. If you would like to sign up for ADVICEWORKS please reach out to your financial advisor or contact us at cbfinancialservices@ceterais.com.
Cetera Investment Management delivers a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.
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