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CB Financial Services
- Investment Service
- Tacoma, WA
About this business
CB Financial Services has access to the best solutions providers in the country. Our job is to work with our client’s to uncover needs. Once we've identified our client’s needs we can draw on the resources of the best solution providers and money managers across the country to create unique solutions.
Location details
1301 A Street, Suite 800, Tacoma, WA, 98402, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 5:00 p.m. | |
| Tue | 7:00 a.m. to 5:00 p.m. | |
| Wed | 7:00 a.m. to 5:00 p.m. | |
| Thu | 7:00 a.m. to 5:00 p.m. | |
| Fri | 7:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have had the privilege working with FMG Global for almost one year, and I am thoroughly pleased with the services they offer our firm. Their content is fresh, timely, and well-written, and the service offered by our DIFM (Do It For Me) Concierge, Lindsay T, and her supporting teams are second to none. I highly recommend FMG Global's DIFM service to any advisor. Thanks for all you do, Lindsay!
We have just completed our first year with FMG. We have been very happy with the entire experience. Our onboarding was easy, the content has been great, but the service after the sale has been the cherry on top. The webinars have generated a lot of ideas to build your marketing and brand - and Susan (Theder) and Samantha (Russell) are awesome at pushing your marketing experience to new levels. One of our associates was so impressed he signed up for the "Whole Package" and he is so relieved to have found FMG.
Frequently asked questions about CB Financial Services
How is CB Financial Services rated?
CB Financial Services has a 4.9 star rating with 71 reviews.
When is CB Financial Services open?
CB Financial Services is open now. It will close at 5:00 p.m.