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Time

Time

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.

Value

Value

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.

Cultivated For You

Why Use a Financial Advisor

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.

Your Goals. Our Strategies.

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.

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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.

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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.

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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.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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How Much Do You Know About Investing?

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."

Have a question? We're ready to help.

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