C.B. Financial Insurance Services, Inc. - San Diego, California

C.B. Financial Insurance Services, Inc. is a reputable financial planning company located at 9089 Clairemont Mesa Blvd Suite 307, San Diego, CA 92123. They can be reached by phone at 858-503-2376 or through their website at cbfinancialservices.com. The company specializes in financial planning and offers a range of services including online appointments, onsite services, language assistance, and accessibility features such as wheelchair accessible entrance, parking lot, restroom, and seating.

Specialties and Services

C.B. Financial Insurance Services, Inc. is committed to providing personalized and reliable financial planning solutions to their clients. They have a strong focus on understanding their clients' unique needs and goals, offering tailored advice and strategies to help them achieve their financial objectives.

Accessibility and Convenience

The company ensures that its services are accessible to all clients, including those with disabilities. They provide language assistance, wheelchair accessible entrance, parking lot, restroom, and seating, making it easy for individuals with diverse needs to access their services. In addition, they offer online appointments, allowing clients to schedule meetings at their convenience.

Client Reviews and Opinions

This company has received positive feedback from its clients, with an average rating of 5/5 based on 2 reviews on Google My Business. One satisfied client mentioned, "I have been working with Coley personally for over 5 years and they have been a trusted advisor from day one. They care about you, the customer, and are very responsive. I highly recommend them for anyone looking to grow their financial acumen and portfolio."

Another satisfied customer stated, "I have been with C.B. Financial for several years now and have always been pleased with their services. They are knowledgeable, helpful, and genuinely care about their clients' financial well-being."

Why Choose C.B. Financial Insurance Services, Inc.

C.B. Financial Insurance Services, Inc. stands out for its commitment to personalized service, expertise, and accessibility. The company's dedication to helping clients achieve their financial goals, combined with their convenient services and accessibility features, makes them an excellent choice for anyone seeking a reliable financial planning partner.

Final Recommendation

If you are looking for a trustworthy and experienced financial planner, C.B. Financial Insurance Services, Inc. should be at the top of your list. With their commitment to personalized service, expertise, and accessibility, they are well-equipped to help you navigate your financial journey. To learn more about their services or to schedule an appointment, visit their website at cbfinancialservices.com or contact them directly at 858-503-2376.

👍 Reviews of C.B. Financial Insurance Services, Inc.