“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.”
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Wall Street investing - right here at home.
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At CB&T Wealth Management you’re never a number. You’re our neighbor. Someone who deserves a level of personal attention that big brokerage firms just can’t afford to give you. Of course, we offer access to the same investment and brokerage services that the larger firms do. But with a personal touch that always puts your questions and best interests first. So come in to see us and sample this individualized attention yourself, no matter what your investment needs may be. |
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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:
- Financial and Retirement Planning
- IRA Rollovers
- Business Retirement Plans
- Fixed and Variable Annuities
- 529 College Savings Plans
- Trusts and Estate Planning
- Tax Advantaged Investments
For a complimentary, no obligation review of your investment and retirement plans, contact Jim Phillips, our Infinex Financial Advisor, at japhillips@infinexgroup.com.
He can also be reached at (804) 943-4076 or (800) 550-1873.
Investment and Insurance products and services offered through INFINEX INVESTMENTS, INC.
Member FINRA/SIPC. Infinex and the bank are not affiliated.
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