About the Business
At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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- CTB Financial Services was established in 2000, building on the brand and accomplishments of a 40 year old, traditional CPA firm. We focus on bringing an independent perspective, deep technical knowledge, compassion, education and a comprehensive approach to successful families and individuals. Founded, owned and operated jointly by Chuck Brown and Jonathan Liang, CTB Financial Services operates as a Registered Investment Advisor. Only independent advisors have an ethical and legal duty to put their clients first. As such, we have a fundamental obligation to act and provide advice that is only ever in your best interests.
- (952) 546-5456
- 5811 Cedar Lake Rd S, Minneapolis, MN 55416
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed