Financial Services | Wealth Management | Financial Advisor, Galesburg, IL

Financial Planning and Wealth Management Guidance for Every Stage of Life

At CBI Investment Services we understand that each individual faces unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs for today and many years to come. We look forward to working with you through all stages of your life, please call (563) 262-3802

Your Financial Starting Point

We create financial strategies tailored to your goals.

Your Financial Goals

Years of experience have prepared us to guide you through life's transitions.

A Personalized Financial Strategy

We believe values matter, and we live by ours every day.

Personalized Financial Planning & Wealth Management

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

Learn more

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients pursue success in retirement.

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CBI Investment Services