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Your Journey Starts Here
Planning and investment expertise to optimize your financial life.
Invest in Your Child’s Future
An Investment in knowledge pays the best dividends.
Every Someday Needs a Plan
We value your every moment. A true partner in life and wealth.
We are here for you offering advice and support throughout all life’s milestones.
Time is our most precious commodity. Finding time to research financial questions, evaluate your options, and execute a decision takes time. Time is money and there is a cost in delaying your financial decisions. Let us do the heavy lifting so that you can spend your time doing the things that you love.
We bring value to the process. While Google may seem like a great resource for your financial questions, how do you know if you are asking the right ones? We undergo specialized training and have obtained licensing to provide you the best advice. We participate in continuing education courses regularly to stay up to date in our industry. We know which questions to ask and when to ask them.
Everyone has financial goals. Whether they involve building wealth, planning for retirement, or leaving a lasting legacy, they are among your highest priorities. That makes them a high priority for us, too. At CBTC Investments, we provide our clients with convenient access to the services of LPL Financial. Our financial professionals, Beverly Neighbors and Michelle Conroy, are dedicated to building long-term relationships and providing the insights and guidance you need to address your financial future.
Discover an array of services for all your financial needs.
Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Curated articles, videos, and more, for a financially savvier you.
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These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."