Start planning for a secure financial future.
James O. Phillips
Financial AdvisorAt 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.
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 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. Member FINRA/SIPC. CB&T Wealth Management is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.