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A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
Meet your CB Financial Services Team. CB Financial Services advisors provide you with comprehensive financial planning services. Your Financial Advisor will take the time to get to know your unique situation and will focus on developing long-term financial solutions that get you where you need to go.