Your wealth is more than just your investments. It is an extension of you - your goals, your security and your legacy.

Your dedicated CB Investments Account Executive, who works exclusively with Private Banking Clients, will provide you with comprehensive wealth management solutions - for now, the future, for life.

We listen, we advise and we perform.

We offer our clients:

Portfolio Management

Stocks and Bonds

Retirement Planning

Wealth Management

Financial Planning

Mutual Funds

Insurance Services

Tax Management

IRAs and 401(k)

 

 

CB Investment Services are provided by PrimeVest Financial Services
PrimeVest Financial Services, Inc., is an independant, registered broker/dealer and registered Investment Advisor. Member SIPC.

Securities and insurance products offered by PrimeVest: Not FDIC insured; may go down in value; not financial institution guaranteed; not insured by any federal government agency.

 Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Repsonse to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The investment information in this website is for U.S. residents only. The information on this website does not costitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.