CBI Investment Services

CBI Investment Services Holistic financial strategies tailored to your goals. Insurance products are offered through LPL or its licensed affiliates.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC finra.org sipc.org). CBI Bank and Trust and CBI Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CBI Investment Services and may also be employees of CBI Ban

k and Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CBI Bank and Trust or CBI Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Long‑term investing isn’t about timing the calendar. As summer begins, explore three thoughtful portfolio moves to consi...
06/05/2026

Long‑term investing isn’t about timing the calendar. As summer begins, explore three thoughtful portfolio moves to consider before the season is over.

From smart asset allocation to retirement maximization, these three timely moves may be important strategies to implement in your portfolio before summer fades.

💡 Curious about what’s moving the markets this week? From economic data to investor sentiment, this commentary breaks do...
06/03/2026

💡 Curious about what’s moving the markets this week? From economic data to investor sentiment, this commentary breaks down the key factors shaping recent market activity—without the noise.

Read the full update: https://www.cbiinv.com/weekly-market-commentary

“It’s not about the goal. It’s about growing to become the person who can accomplish that goal.” — Tony Robbins 🎯 A stro...
06/01/2026

“It’s not about the goal. It’s about growing to become the person who can accomplish that goal.” — Tony Robbins

🎯 A strong reminder to start the week focused on growth, not just outcomes.

A thoughtful mix of investments can help support growth, income, and risk management — explore how asset allocation work...
05/29/2026

A thoughtful mix of investments can help support growth, income, and risk management — explore how asset allocation works and why it matters.

Asset allocation can help you manage the level and type of risks you face as an investor.

This Memorial Day, we pause to honor the men and women who made the ultimate sacrifice in service to our country.In obse...
05/25/2026

This Memorial Day, we pause to honor the men and women who made the ultimate sacrifice in service to our country.

In observance of the holiday, our office and U.S. financial markets are closed. Wishing you a safe and meaningful Memorial Day.

Roth IRAs aren’t only a retirement planning tool. For families thinking across generations, starting early can provide m...
05/22/2026

Roth IRAs aren’t only a retirement planning tool. For families thinking across generations, starting early can provide meaningful tax advantages and financial education along the way.

Read the article to explore how Roth IRAs for kids may fit into a broader planning approach.

Kids can get a head start on building wealth with a Roth IRA

Education planning goes beyond saving for tuition—it’s about understanding how those costs fit into a family’s overall f...
05/21/2026

Education planning goes beyond saving for tuition—it’s about understanding how those costs fit into a family’s overall financial picture.

A thoughtful strategy can help support both current savings efforts and long‑term goals. Learn more about our approach to college planning:
👉 https://www.cbiinv.com/

05/18/2026

“Keep your face always toward the sunshine—and shadows will fall behind you.” — Walt Whitman

A little inspiration to begin the week on a bright note. ☀️

Address

1230 N Henderson Street
Galesburg, IL
61401

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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