CTB Financial Services

We provide a unique set of capabilities and services not available anywhere else: Investment management based on Modern Portfolio Theory using true and accurate asset classes Integration of income and estate taxes with your investment portfolio Personal financial strategies unique to us Focus on education and face-to-face relationships CTB Financia... l Services is not a large, faceless investment firm, nor are we stock-pickers with a "secret" investment methodology. We are a privately owned, independent investment advisory firm. And because of our strategic partnerships, our investment reach is much more sophisticated and global in nature than you might expect. Dedicated to providing quality financial advisement and personal customer service, we bring together over three decades of tax, estate planning, and investment knowledge to help you make the your smartest financial decisions.Read More