Our Philosophy


When it comes to financial security, no one understands your needs better than MCB Financial Services. It’s the reason our financial consultants are CERTIFIED FINANCIAL PLANNER™ practitioners with decades of experience. Unlike other financial advisers, CERTIFIED FINANCIAL PLANNER™ practitioners are bound by a strict code of ethics that requires them to put your interests ahead of their own at all times. When they help you identify what’s important and create a comprehensive plan for achieving your goals, you can feel confident they are recommending what’s best for you.


Then there’s our customized approach. “One-size-fits-all” may work in a clothing store, but it’s never the right answer in financial planning. That’s why our process begins with a thoughtful and methodical analysis of your current situation, including income, cash flow, investments, insurance, expenditures, tax planning, and estate planning. By examining and understanding every detail of your personal financial picture, we are better able to tailor our recommendations to your specific needs.


Just as the journey of a lifetime doesn’t end in just one day, the journey to financial security doesn’t conclude with a single financial plan. Your MCB Financial Services consultant continues to work with you after the initial planning process is done to ensure that your financial plan is up to date and that you are continuing to move forward toward your goals. It’s why our customers consider us friends as much as trusted financial consultants and why our reputation for excellence continues to grow.