Personal Investments

At CB&S Financial Services, Inc., we have helped our customers grow and protect their investments for 30 years. We offer a complete range of investment and insurance options and are committed to the high quality of service you have come to expect from CB&S Bank.

Let us help you find the investment option that best fits your financial goals and the insurance coverage that best protects the people and things you value most in life.

Contact your local CB&S Bank branch and let us help you protect your assets and meet your financial goals.

• Financial Planning
• Retirement Plans for individuals and businesses to include:
  • Traditional IRA’s
  • Roth IRA’s
  • 401 (k)’s
  • SEP’s
• Life Insurance coverage for individuals and businesses to help protect the people you care about most in life.
• Individual Investments such as:
  • Fixed, Indexed, and Variable Annuities
  • Mutual Funds
  • Individual Stocks and Bonds

Check the background of this investment professional on FINRA’s BrokerCheck.