Wealth Management

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Our Approach

At CNB Financial Services, our Infinex Investment Advisor Representatives work with you in designing and executing your financial plan. We see ourselves as both your partner and guide, connecting you with the right resources, at the right time, to achieve your specific goals.

Our reputation here at CNB Financial Services is built upon providing disciplined, consistent, and proven, superior service to our clients so that you can feel confident in your financial future. 


Personalized Planning

Informed with deep insight into the market place and armed with tools, our solutions are never one size fits all. We believe that a financial advisor should be a resourceful partner, helping you face whatever challenges that keep you up at night with sound advice based on methodical, relevant analysis. We provide solutions that reflect your needs and perspective, allowing you to proactively attend to your future.



When serving as your financial advisor, we take an all-encompassing approach, ensuring your best interests come first and foremost during each step of your financial plan. During that plan, we ensure that transactions are executed efficiently, seamlessly and consistently, so that as we take every step together along the way, we get where we had planned to go.


For More Information

Consult one of our professionals