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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 |
This year, my firm decided to use FMG for marketing upcoming events and sending information on a periodic basis to our clients. After the success in implementing these marketing tools, we immediately decided to redesign our website with their guidance. Everyone loves the upgrade both in our event planning process, and our website. The team at FMG has been wonderful; from Marie who was our first contact (and who still checks in on us) to Melissa who designed our website, which is very professional and reflects our personali... read more
We're a 4-person full-service independent Wealth Management Team with over 100 years of collective experience. We've been working with FMG Suites for over a year in conjunction with our Broker Dealer - Prospera Financial Services in Dallas and have been SUPER happy with their assistance and the end result. WEBSITE: Our Website looks fabulous and was easy to format, once their design team had the core structure in place. We found it to be flexible to design and very responsive for the visitor, regardless of what mobile devic... read more
FMG makes marketing so much easier and is great because I can touch my clients more frequently and with pertinent information. It has so many great features and the support is top-notch as well.
When I launched my own firm, I needed a website that integrated evidence-based practices about "what works from a marketing standpoint" with a seamless host experience for after the site was created. I did not, and do not, want to spend meaningful time on my website. I wanted an expert to build it and make it easy for me to maintain. I get endless compliments on the site, it's easy for prospects to book meetings, and the Peltoma story got beautifully narrated and visualized. And we went start to finish in about 3 days. Thei... read more
We use FMG for our marketing needs. I like that it connects with Compliance for ease of sending and posting to our socials. Thank you for the customer focused approach!
Frequently asked questions about CB Financial Services
How is CB Financial Services rated?
CB Financial Services has a 5 star rating with 60 reviews.
When is CB Financial Services open?
CB Financial Services is open now. It will close at 5:00 p.m.