While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Cash management
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Please visit our website at www.cbfinancialadvisors.com.
Our website contains:
- financial calculators
- financial glossary
- tax library
- workshop times and locations
You can also reach us by phone at 801-921-4225.
Advisory services offered through CB Financial Advisors (CBFA.) Richard Seal and Robert Shelton are registered representatives of and securities offered through Berthel Fisher and Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. CBFA and BFCFS are not affiliated. The products offered at www.cbfinancialadvisors.com
are NOT deposits or obligations of Central Bank, NOT guaranteed by Central Bank and NOT insured by the FDIC. Investments may lose value. Please note electronic mail is not secure: BFCFS and CBFA do not accept or take responsibility for acting on time-sensitive instructions sent by email.