Wealth Management

Wealth Management

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.

Summary

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)

Quarterly Investment Report

Our Quarterly Investment Report allows you to tap into investment solutions, insight, and research by providing you with an update on the U.S. Economy and stock market performance.


Quarterly Investment Report - July 2015


Put the experienced, talented, and well-trained professionals of Community Financial Advisors to work for you. Contact us online or call us at 740-453-0620.

Investment products offered through The Community Financial Advisors:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.

Community Bank and Community Financial Advisors are not registered broker/dealers nor affiliates of LPL Financial. Trust and Estate Administration offered by The Community Bank.


Downloadable Documents

Download more information to read about:


401K Plan Design and Management

Life Insurance Design and Analysis

Comprehensive Retirement Planning

Portfolio Management

Trust and Estate Administration

Long-Term Care and Estate Planning

CFA Team Brochure

Investment products offered through The Community Financial Advisors:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.

Community Bank and Community Financial Advisors are not registered broker/dealers nor affiliates of LPL Financial. Trust and Estate Administration offered by The Community Bank.


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