Securing your Financial Future one Nest at a Time.

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Personal Capital Financial Organizer App

Start with aggregating all your accounts and bills in one place, track how and when your your money is spent, with bank level security to keep your information safe.

Marketplace

Your personal marketplace. Shop for essential insurance, banking, security, retail, and other products at your CBA special rates. Keep an eye out for deals delivered right to your inbox!

VIRTUAL EDUCATION EVENTS

Stay tuned for regular webinars, videos, and special events. Some will be financial, others will be for your over wellness, and others just for your enjoyment!

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CBA and Dreams for Kids

A Next-Generation Partnership! CBA is designed as a socially conscious company, in business to improve America's financial wellness and to provide opportunities for the next generation. Everyone wins! Dreams for Kids GCE Lab School cultivates a diverse community of students who use the city as a classroom to develop the skills and knowledge necessary to courageously take action locally and globally.

Dreams for Kids

Latest in Encryption

There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. From the moment you register and in every visit and transaction, we employ the latest in biometric authentication technology, encryption, and fraud detection.  Learn more

SAFE & SECURE

There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. CBA provides you with the latest in encryption and enhanced two-step identification for our financial organizer app

TRACK YOUR SPENDING

Tracking your home expenses is a vital step in taking control of your financial freedom. Daily spending adds up and now you can record as you go and tag each category. Keeping track is the first step to being organized!

Interactive cash flow planning

Now you are ready to track your cash flow. What comes in and what goes out. What are you spending every day, and what are you saving? Most importantly, how much more can you save?

Are You Ready to Get Organized?

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Our Blog

Legal Capacity Consequences

The American Bar Association defines 'legal capacity' as "the ability to perform a task – or make a decision. State laws set out the standards of legal capacity.
January 22, 2023
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Are Your Assets Protected?

Asset protection is more important than ever before. Today, you have risks at every turn. Lawsuits, high cost of long-term care, auto, home accidents, years of Probate.
September 21, 2022
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Is a Gun Trust Necessary?

A Gun Trust is a type of Trust similar to a Living Trust that takes ownership of your firearms and ensures an orderly and legal transfer of the guns at your death.
September 20, 2022
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