CNB Financial Services
Matthew DeWildt
Financial Advisor
231-627-8303
mdewildt@infinexgroup.com

Welcome
Welcome to CNB Financial Services!
 
CNB Financial Services is the investment, insurance and financial planning partner of Citizens National Bank. We offer access to financial planning and investment management as well as traditional brokerage and insurance services through Infinex Investments, Inc. We have the expertise and the tools available to create custom solutions for all our client's investment needs, from opening their first IRA account to developing a comprehensive retirement plan and rolling over their 401k.
How Can We Help You?
Wondering what's been going on in the stock and bond markets? Check out our Market Summaries page for an update.
 
Check out our Newsletter Page to see what's new in the world of investing and financial planning.
 
Are you approaching a significant milestone in your life? Getting married? Buying a home? Preparing for retirement? Visit our Life Events page for articles to help you make the important financial decisions that life throws your way.
Newsletters
  • Just How Risky Is Your Portfolio?
    If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
  • Coordinating Social Security Benefits with Other Retirement Assets
    Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
  • Happy Healthday! HSAs Turn 10
    Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
  • What is a payable on death (POD) account?
    A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
  • What is a joint bank account?
    A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
    
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 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.