"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*


Financial Planning
• Asset Allocation
• Net Worth Analysis
• Estate Planning and Preservation1
• 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
• Investment Advisory Services2
• Tailored Investment Strategies
• Professional Money Managers

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

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 in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided

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.

*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.

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.