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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 |
FMG is an amazing company. They helped me create and implement my new website. Their marketing team is extremely knowledgeable. Their expertise have saved me hours of time - allowing me to service clients in more efficient and effective methods.
I have worked with FMG Suite for several years on their Do IT For Me Service from the time it was begun. This service has only gotten BETTER!!! They constantly create great content and the service is fabulous. I had owned myown marketing firm for many years before becoming an advisor. I know top quality work and had done everything myself before finding FMG's service. I am saving at leat 15 hours per month using their service. Well worth it.
I use FMG Do It For Me Marketing and it frees up more than 1/2 of my time that I was doing my own marketing. The reason it is only 1/2 of my time is I like to make sure everything is based on my branding and follows Eastern Planning’s core practices.
Always quick to sell a service, yet, always slow to respond. We highly regret ever subscribing for additional services and have canceled them as a result. FMG Suite is the butt of every joke within our firm.
FMG has been an incredible partner in helping us to provide timely, relevant, and thoughtful compliance approved communication to our clients through some difficult markets. As a small, independent, financial planning office we appreciate the customizable content, the suggested marketing calendar, the integration with our social media platforms, and the website support. Their advisor portal makes it easy to manage all our marketing efforts in one place, which is so helpful!
Frequently asked questions about CB Financial Services
How is CB Financial Services rated?
CB Financial Services has a 4.9 star rating with 70 reviews.
When is CB Financial Services open?
CB Financial Services is closed now. It will open on Monday at 7:00 a.m.