Wealth Management
Left to right: Chris Clewell, Bruce Lee, Ron Davis, Colin McCall, Bobbi Schenkel.
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 80 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:
- Annuities
- Trust Services
- Life Insurance
- Estate Planning
- Retirement Rollovers
- Investment Management
- Corporate Retirement Plans
- College Savings Plans (529)
- Comprehensive Financial Planning
- Individual Retirement Accounts (IRA)
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
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:
- NOT A DEPOSIT OF THE COMMUNITY BANK
- NOT FDIC-INSURED
- NOT GUARANTEED BY THE COMMUNITY BANK
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- MAY LOSE VALUE
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.
