CB Financial Insurance Services, Inc.

CB Financial Insurance Services, Inc. Providing comprehensive Financial & Retirement Planning

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/31/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
08/24/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

When was the last time you looked at the content of your portfolio? Steps to consider here.
08/17/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
08/03/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
07/31/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The truth is a little more complicated with these personal finance idioms.
07/29/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

What steps might help you sustain and grow your retirement savings? This piece explores them.
07/27/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
07/24/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
07/22/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Address

9089 Clairemont Mesa Boulevard Suite # 307
San Diego, CA
92123

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18585032376

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