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Dave Shotwell, Investment Executive

CNB Financial Services is the investment, insurance and financial planning affiliate of Citizens National Bank. Dave offers access to financial planning and investment management as well as traditional brokerage and insurance services through Infinex Investments, Inc. He has the expertise and the tools available to create custom solutions for all his client’s investment needs, from opening their first IRA account to developing a comprehensive retirement plan and rolling over their 401k.

Dave ishappy to meet at a location that is convenient for his clients.

Located at Citizens National Bank
303 N. Main Street
Cheboygan, MI 49721
(231) 627-7111

CNB Financial Disclosures
Investment and Insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. CNB Financial Services is a trade name of the bank. 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 possible loss of value.

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