Thank you for your interest
In the CBA Organizer
Don’t forget to check your email for important instructions to download your CBA Organizer App
Personal Financial App
To get ahead and stay ahead, we need to get organized. We bring everything to one place. All your accounts, every bill, every piece of your financial life into one easy-to-understand place.
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!
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.
Virtual Education Events
Stay tuned for regular webinars, videos, and special events. Some will be on financial topics, others will be on education, and others just for your enjoyment.
Create Money Challenges
Set goals and challenges to pay off debt, increase savings, and save for retirement!
Getting organized is the first step. At the same time, we all need someone to help us get ahead. Financial Planners can assist you in maximizing your savings, investing for the future, and providing a secure retirement. That starts now! We connect you with a personal representative who matches you to the advisor that best suits your needs.