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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.
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.
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 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!
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.
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 closed now. It will open at 7:00 a.m.