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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  • Columbia Trust Company2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Click here to view Cetera Investment Services Privacy Policy and other Important Information. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at 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 Views of Columbia Trust Company are as of the date published, and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security. Products and services are offered by Columbia Trust Company, an affiliate of Columbia State Bank and a wholly owned subsidiary of Columbia Banking System Inc. The professionally managed investments of Columbia Trust Company are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by Columbia State Bank • May go down in value.

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