CB Capital is a trusted financial services firm based in North Smithfield, Town of, RI, offering comprehensive financial planning and asset management services. With a commitment to acting as a fiduciary, they prioritize their clients' best interests and work tirelessly to help them achieve their financial goals. CB Capital operates with integrity, confidentiality, and professionalism, providing personalized guidance and expertise to individuals, families, small business owners, and trustees.
As an independent Registered Investment Advisor (RIA), CB Capital stands out in the industry by adhering to the fiduciary standard at all times, ensuring that their clients' interests are always put first. With a focus on synchronized planning and time-tested methods, they offer limitless possibilities for financial success, providing guidance through uncertainty and helping clients retire with confidence. CB Capital's services include financial planning, asset management, estate planning, risk management, tax planning, company retirement plans, business succession planning, and specialized automotive reinsurance services.
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