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CB Financial Services

All the services, and the experience

Managing your wealth takes time, consideration, and experience—and CB Financial Services will make sure your hard-earned wealth is in good hands. We offer comprehensive and customizable financial services that will help turn your unique goals into a very attainable reality.

Check the background of our investment professionals on FINRA’s BrokerCheck at

Financial Planning

  • Asset Allocation
  • Net Worth Analysis
  • Estate Planning and Preservation1
  • Education Funding
  • Wealth Transfer

Asset Management

  • Investment Advisory Services2
  • Tailored Investment Strategies
  • Professional Money Managers

Insurance Solutions

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Retirement Solutions

  • Retirement Planning
  • Retirement Income Strategies
  • Traditional and Roth IRAs

Business Solutions

  • Business Retirement Plans
  • Key Person Insurance
  • Business Succession Planning
  • Deferred Compensation Plans

Contact Us

Our network of dedicated financial advisors provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

To learn more about CB Financial Services please call:
Washington 1-877-305-0056
Oregon 1-888-569-8823
Idaho 1-888-844-5336

Send an email3 or contact a financial advisor today.

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services nor any of its Representatives may give legal or tax advice
2 Advisory services may only be offered by Investment Adviser Representatives.
3 Do not send personal information via email as it is not secure.


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Consider This

Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Check the background of our investment professionals on FINRA’s BrokerCheck at
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.

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