Get Financially “FIT”
By Fusing your Investments and Taxes
Taxes, retirement, spending and investing work better when you bring them all under one roof. Let CTB Financial clear the air by shining a new light on complex issues.
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What sets us apart?
At CTB Financial Services, Ltd., we get to know you - your values, your beliefs and your heart. As such, you can rely on us to take an active interest not only in your family’s finances but also in your beliefs, passions and hopes for the future.
We Take an Intensely Personal Approach
The process in which we get to know you takes time. But, we believe it is the best way to ensure your confidence in your own financial situation and goals. Ultimately, this is our purpose.
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Committed and Compassionate
Taxes, retirement, spending and investing work better when you bring them all under one roof. Let CTB Financial clear the air by shining a new light on complex issues.
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Our Story
Building on the brand and accomplishments of a CPA firm that is now more than 40 years old, CTB Financial Services, Ltd. was founded with deep roots in tax planning. This is where our capabilities stem from. For more than 20 years, we have been improving the lives of our clients by fusing their taxes with their investments.
Schedule an appointment with us to learn how this could benefit your own situation.