“Offering comprehensive, personalized, financial and investment advice to clients who desire access to all the resources of a world class investment firm through an experienced, local financial advisor.”
Wall Street investing - right here at home.
Objective investment advice.
Financial Advisors offer you a wide variety of financial products and services. Every recommendation you receive is based solely on what can best help achieve your investment goals. So you'll feel good knowing you're receiving expert and unbiased financial advice that's tailored to your needs.
Come by today for financial security tomorrow.
CB&T Wealth Management makes it easy for you to plan for a more secure future. Because in addition to stocks, mutual funds, and other investment options offered by larger brokerage companies, we offer access to services that fit in with every stage of your life:
For a complimentary, no obligation review of your investment and retirement plans, contact Jim Phillips, our Infinex Financial Advisor, at firstname.lastname@example.org.
He can also be reached at (804) 943-4076 or (800) 550-1873.
Investment and insurance products are services offered through INFINEX INVESTMENTS, INC.
Not a Deposit - Not FDIC Insured - Not Insured by any Federal Government Agency - Not Guaranteed by the Bank - May go down in value
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