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CB Financial

Financial Services

Specialities :
Wealth creation strategies
Retirement planning
Personal & business insurance
Mortgage finance
Self managed superannuation

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About CB Financial

What does Cb financial do?+

CB Financial has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the 1980s. Our approach is holistic and aims to maximise and protect our clients wealth through a process we call SELF (Strategy, Education, Life balance and Financial soundness). We help clarify goals; then make strategic and informed decisions about asset security, planning for lifes unexpected risks and managing wealth to achieve a balanced lifestyle. This process demands that we continuously reassess and modify of our traditional financial planning products and services, in order to identify new opportunities and...

What are Cb financial's specialties? +

Wealth creation strategies,retirement planning,personal & business insurance,mortgage finance,self managed superannuation,estate planning,business succession planning,investment analysis planning,ownership structures,and debt management & cashflow

What is Cb financial's industry? +

Cb financial operates in the Financial services industry.

What is Cb financial's revenue? +

Cb financial's revenue is 11m - 100m

What is Cb financial's company size? +

Cb financial has 11 - 50 employees.

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