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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.

Bruce Lee

Bruce Lee

SVP/Senior Investment Officer

113 N Fifth Street
Zanesville, Ohio 43701
Phone: 740.453.0620
Email

Chris Clewell

Chris Clewell

VP/Investment Officer

113 N Fifth Street
Zanesville, Ohio 43701
Phone: 740.453.0620
Email

Colin McCall

Colin McCall

SVP/Senior Trust Officer

113 N Fifth Street
Zanesville, Ohio 43701
Phone: 740.453.0620
Email

Katie Crabtree

Katie Crabtree

Assistant Investment Officer

113 N Fifth Street
Zanesville, Ohio 43701
Phone: 740.453.0620
Email

Ron Davis

Ron Davis

SVP/Senior Financial Officer

113 N Fifth Street
Zanesville, Ohio 43701
Phone: 740.453.0620
Email

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Details

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)

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.

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Check the background of investment professionals associated with the site on FINRA’s  BrokerCheck .

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Community Bank and Community Finanical Advisors are not registered as a broker/dealer or investment advisor.  Registered representatives of LPL offer products and services using Community Financial Advisors, and may also be employees of The Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Community Bank or Community Financial Advisors. Trust and Estate administration offered by The Community Bank. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

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