CB Financial Service
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Let's Start a Conversation

Every great outcome begins with a candid conversation. Tell us about your company and your goals — we look forward to partnering with you.

Get in Touch

Our advisory team is available for confidential consultations. All inquiries are handled with the utmost discretion.

Claire A. Bailey

CEO & Founder

Phone

610-639-0449

Hours

Monday – Friday

8:00 AM – 6:00 PM EST

All inquiries and information shared with CB Financial Service are treated with strict confidentiality. We do not share client information with third parties.

< 24hrs

Response Time

We reply within one business day

100%

Confidential

All inquiries handled with discretion

No Fee

Initial Consultation

First conversation is always complimentary

CB Financial Service

Strategic capital advisory for the companies defining tomorrow. We partner with founders and growth-stage leaders seeking to unlock transformative opportunities.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. CB Financial Service is not a registered broker-dealer, and Finalis Securities LLC and CB Financial Service are separate, unaffiliated entities.

Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck

https://cbfinancialservice.com/ The CB Financial Service Website is a website operated by CB Financial Service, a privately held entity based in Florida which provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc.

Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and CB Financial Service along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.

Supervised From 450 Lexington Ave, New York, NY 10017.

Finalis Form CRS 07.15.2025

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