Left to right: Colin McCall, Bruce Lee, Ron Davis, Chris Clewell, Katie Crabtree.
A Personal Approach to Financial Planning
The Community Financial Advisors team delivers an integration of skills, specialized knowledge, and years of experience to the most complex financial circumstances. With over 100 years of combined experience, we can give you a superior choice for financial planning and investment management.
As a division of The Community Bank, Community Financial Advisors is the local financial services company that can help you with planning and achieving all of your financial goals. With access to many sources of investment research as well as some of the top economists in the country, we offer sound financial advice, providing you with peace of mind.
We offer comprehensive assistance with:
- Estate Planning
- Retirement Rollovers
- Portfolio Management
- Fixed Rate Annuities
- Investment Management
- Corporate Retirement Plans
- Trust and Estate Administration
- College Savings Accounts (529)
- Comprehensive Financial Planning
- Life Insurance Design and Analysis
- Long-Term Care and Estate Planning
- Comprehensive Retirement Planning
- 401(k) Plan Design and Management
- Individual Retirement Accounts (IRA)