A Personal Approach to Financial Planning
The Community Financial Advisors team combines financial and investment advice into a personal approach to investing. 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 pursing 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 in an effort to provide you with financial confidence.
We offer comprehensive assistance with:
- Estate Planning
- Rollover Services
- 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)
CFA Team Brochure
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.
Check the background of investment professionals associated with the site on FINRA’s BrokerCheck.
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.
Not FDIC Insured / No Bank Guaranty / May Lose Value / Not a Deposit of The Community Bank / Not Insured by any Government Agency
*Trust and Estate Administration offered by The Community Bank
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OH, AZ, CO, CT, FL, GA, IN, KY, MI, NC, NJ, OR, PA, SC, TN, TX, VA, WI, WV