CBI Group - Consultants Beyond Investments is a financial services company based in Newtown, PA. They prioritize their clients' best interests and aim to build lasting relationships by providing customized strategies and quality client service. Their team of experienced professionals, including Senior Vice President Jim Daley, CFA, and Vice President Bob Cochrane, offer expertise in wealth management and retirement planning.
With a commitment to integrity, prudence, and accessibility, CBI Group strives to be the primary source of financial advice for their clients. They have a strong focus on understanding their clients' needs, risks, and goals, and finding creative solutions to help them achieve financial success. In addition to their financial services, the company is actively involved in community service and supports organizations such as the American Corporate Partners and the Ronald McDonald House.
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