Connect with Top-Rated Financial Planners in Big Bear Lake!

Community Bank & Wealth Management Group is a financial services company that provides comprehensive wealth planning solutions for bank executives and investors. With three generations of wealth management experience, our team is committed to helping clients achieve their financial goals through a five-step process that includes discovery, analysis, advice, implementation, and monitoring. We offer a range of services, including financial planning, investment management, and retirement planning. Our goal is to help our clients build lifelong relationships and achieve financial independence.

Chesapeake Financial Advisors is a fee-only fiduciary financial planning and investment management firm that provides comprehensive financial planning, individually managed investment strategies, and tax preparation services to individuals and families. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and make informed investment decisions. With our extensive tax expertise and proprietary investment research, we offer a unique combination of services that sets us apart from other financial planning firms. We are committed to providing our clients with financial peace of mind, educating them on investment market conditions, and empowering them to take control of their financial futures.