CB Wealth Management Group

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44672 Monterey Ave
Palm Desert, CA 92260
+1 (760) 773-2133
http://www.cbwealthmanagement.com

CB Wealth Management Group, located in the scenic Palm Desert, CA, offers expert financial planning services tailored to meet individual and business needs. With a focus on personalized strategies, their team aims to help clients achieve their financial goals through smart investment advice and comprehensive wealth management solutions.

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5.01 reviews
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Michelle S.
9/15/2016

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college funds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also...

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United States›California›Palm Desert›CB Wealth Management Group

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