
C.B. Financial Insurance Services, Inc. is a Personal, Independent, and Trusted, family run business with over 30 years of experience in Wealth Management & Personal Finance.
As a comprehensive financial planning firm that specializes in Investment & Retirement Income Planning, we use a team approach to provide clients with a group of professionals who can deliver optimum solutions.
"People don't plan to fail, they simply fail to plan. The best way to predict your future is to create it."

FINRA Registered
Working with a FINRA regulated Financial Professional can make a difference.
Strategies tailored for every generation.
We can help take the mystery out of preparing for today & tomorrow. No matter what stage you find yourself in:
- Accumulation; Earn & Grow
- Preservation; Safety & Security
- Distribution; Income & Legacy
We can help you grow wealth & minimize taxes. Allow us to create a personalized financial roadmap that can achieve your life goals & financial objectives.
Custom plans for every stage of life.
Wherever you go, we'll go there with you.
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