"They're good to me, they're good to my dog."

"You know everybody, everybody knows you."

"You see them
in the community."

CB Financial Services*

Services

Financial Planning
• Asset Allocation
• Net Worth Analysis
• Estate Planning and Preservation*
• Education Funding
• Wealth Transfer 

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 

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

Asset Management
• Investment Advisory Services**
• Tailored Investment Strategies
• Professional Money Managers

* 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
** Advisory services may only be offered by Investment Adviser Representatives.

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 877-305-0056, send an email* or contact one of our representatives in Washington or Oregon today.

*Do not send personal information via email as it is not secure.



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.

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.