CBL Wealth Management

5.0 (1 review)

Investing, Financial Advising, Business Consulting

Closed • 7:30 am - 4:00 pm

By appointment only

Add Review

Call

Directions

Website

Services - CBL Wealth Management

Business consulting

Investment management

CBL Wealth Management Photos

CBL Wealth Management - Apple Valley Rd entrance to the Spirit River Center Executive Offices. CBL Wealth Management is located in the the Executive Offices. - Investing Near Me - Apple Valley, California

CBL Wealth Management - CBL Wealth Management - Investing Near Me - Apple Valley, California

CBL Wealth Management - Outside photo of the Executive Offices- between the Spirit River Cafe and the Apple Valley Chamber of Commerce - Investing Near Me - Apple Valley, California

Special offers for you

You might also consider

Recommended Reviews - CBL Wealth Management

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.

Start your review...

Browse more easily on the app

John K.

Elite 26

139

297

1637

8 years ago

Chris is been my financial advisor for many years. He keeps up on all the trends and is very knowledgeable. Thank you Chris for the good work! read more

See all

Helpful 6

Thanks 0

Love this 6

Oh no 0

More info about CBL Wealth Management

16000 Apple Valley Rd
Bldg C-5 Unit 8
Apple Valley, CA 92307
Directions
(760) 214-9146
Call Now
Visit Website
http://www.cblwealthmanagement.com

Services

Is CBL Wealth Management by appointment only?

Yes, CBL Wealth Management is by appointment only.

From the Business

Specialties

CBL Wealth Management (CBLWM) is a Registered Investment Advisor (RIA) with a focus on serving the unique needs of the serious long- term investor. Our Investment Philosophy embraces the traditional rules of investing while incorporating tactical adjustments to asset allocation based on real world economic conditions and market volatility. We believe a proactive approach to asset allocation is critical to managing investment risks and maximizing opportunities. CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 12 years. After working with large brokerages whose focus was on "the bottom line", Chris transitioned his business to the RIA model. CBL Wealth Management was formed to ensure achieving client goals would always be the primary focus. Our firm's commitment to the fiduciary standard of care ensures that all of our clients can be assured that their bes

History

Established in 2005.

Chris Lindsay was first licensed as a financial advisor/investment advisor in 2005 while working for Morgan Stanley. In 2006 Chris began working with Edward Jones, running an office in Hesperia for more than 3 years before leaving the brokerage platform to begin working as a fee only investment advisor. In 2017 Chris separated from his partner to form CBL Wealth Management, a registered investment advisor firm specializing in comprehensive wealth management.

Meet the Business Owner: Chris L.

CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 13years. After working with large brokerages whose focus was on "the bottom line", Chris transitioned his business to the RIA model. CBL Wealth Management was formed to ensure achieving client goals would always be the primary focus. Our firm's commitment to the fiduciary standard of care ensures that all of our clients can be assured that their best interest ALWAYS come first ...not just when it suits us.

More Info

Hours

Ask the Community - CBL Wealth Management

Don’t See Your Question? Ask Away!

You might also consider

Verify this business for free

Get access to customer & competitor insights.

Verify this business

Explore benefits

Archangel Financial Services

3.4

(5 reviews)

Archangel handles my parents Trust, helped them purchase annuities and at one point rollover one…read moreannuity to another one that was more profitable. For at least two decades they have taken fantastic care of my parents. My father just passed and now they are assisting in the claims side of the transactions on our schedule. It is a joy to have financial advisors who have taken such good care of your parents for years. I live in another state so I cannot do everything for them that is needed but as a retired CPA, I review everything that they are doing. Archangel has never suggested anything self-serving. Everything was correct for my parents situation. On two occasions, I met the principals and was impressed with their professionalism.

1 year after I terminated my contract early with Archangel, I'm still recovering from the waste…read morethey caused. After signing the contract, instead of helping me organize my books, they repeatedly criticized me for doing the books. Of the two of us, I was the only one working in Quickbooks while they sat back, did nothing, and made it worse by acting in amateurish manner. One year later, I'm spending extra hours catching up from their absolute lack of any accounting help.

Vineyard Insurance Services

4.6

(20 reviews)

I was helped by Sara Blackmon. She was wonderful to work with. No problems (unlike Geico that put…read moreme through the hoops then turned me down). Just a couple pictures and a few questions and there you go - insured. Thank you Sara for all your help.

Such amazing customer service from the start. I was looking to switch my home owners insurance and…read moregave vineyard insurance a call and I'm glad I did. Sara from the get go was kind and professional, she answered all of my questions and made the process so easy to switch my policy. I will definitely be vineyard insurance services from now on. I highly recommend other people give them a call if you are looking to switch and save some money.

Freedom Financial Services

5.0

(3 reviews)

I have been coming to do my taxes here for 2 years now and the service is always great. John takes…read morehis time process our tackles and looks over all our documents to make sure we have everything we need. I never feel rushed when I'm there.

I've been using Freedom Financial Services to do my taxes for several years now. John Blanc is my…read morepreparer and I couldn't be happier with the service. Best tax offfice in Apple Valley!

Edward Jones

5.0

(1 review)

I'm a fan of the Edward Jones Business Model where it relies heavily on a customer centered…read moreapproach. A friend of mine by the name of Kenneth Quan Dao is working there. He is a qualified investment banker with a valid Series 7 license who can guide anyone into the right assets to manage risk. Edward Jones Business Model along with Patrick and Quan makes for not only a pleasant and balanced approach but just as importantly, a wise approach towards investments. All clients welcome young and old.

Provest Realty

3.9

(44 reviews)

Thank you the Provest Realty team for always following up in a timely manner with our concerns. You…read moremade it very easy to lease one of our units in such little time. Glad we chose you as our property management Hesperia . Thank you

This is the worst rental company I have ever worked with, would not speak to us by phone. My…read morehusband is a veteran and they even were very unprofessional with us and lied and told us that they got a hold of the owner and he said no to a pool, they never spoke to them and threatened to evict us. They are such a bad rental company if you don't have to work with them don't. You will lose your money. They try and keep it and charge you for everything. they charge you a monthly fee for filters that they never showed you how to do the installation even after they said they were coming to help. They do nothing but take your money. This is the worst company. They were so bad that they lost the contract with the owner because of their lying and rudeness..

Messner & Hadley, LLP

4.3

(15 reviews)

Phone girl is very rude. I was requesting an appt. with either Mr. Messner or Mrs. Hadley and was…read moretold since I was a new client I would be seeing Elizabeth Hadley. I explained I had a return that included rentals and a 1031 exchange on two homes and was looking for someone with several years of experience, Elizabeth has 3. So she said you want to call back then and hung up on me. This after a 10 minute hold and then another 5 or so minute hold for her to see what appointments were available. Partners need to have a stern talk with this young lady, there are a lot of people who would love a nice job, too bad, Mr. Messner's reviews were exceptional.

Paul Messner has been my CPA for 15 years now, I'm completely impressed with his professionalism…read moreand customer service. Paul specializes in a multitude of services like Personal Financial Planning, Information Management, Forensic Accounting, and Technology Assurance to name a few. I highly recommend this business.

Career Strategies

3.9

(35 reviews)

Career Strategies is a waste of time! I recently moved to…read morethe IE and reached out to them to see if they have any opportunities. They requested I went to their seminar and I passed everything necessary for me to continue on with the company and I told them I have full open availability and able to travel anywhere in the IE. I was told I would expect an offer the next day after the seminar and I did not... fast forward a few weeks later there is no communication between me and the company and this is super frustrating cause when you promise someone a job and don't deliver especially after I explained the situation I was in you decide to forget your employees. Moral of the story, if you don't have jobs to offer then don't advertise that you do.

Career strategies helped me get placed in a permanent position and I am so grateful for this…read moreresource, everyone at the office are very supportive and encouraging. I couldn't have gained the knowledge needed without their free initial training! If your thinking of trying a new career path, try career strategies!

H&R Block

5.0

(1 review)

Been having HR Block doing my taxes for years now so after moving to CA, this was the first…read morelocation I found. The ladies in the office are awesome. They did my taxes and scheduled for the following year as well.

From the owner: At H&R Block, we provide tax services for individuals, families, and small businesses in Apple…read moreValley, California, as part of a nationwide network of local tax offices. Our local tax professionals can help you prepare and file tax returns, answer tax questions, and find you every credit and deduction. We know taxes can be challenging on top of your regular schedule so support is available by walking in, making an appointment or dropping off your documents at our office. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents. Visit your local Bear Valley office to connect with a tax professional.

CBL Wealth Management - investing - Updated July 2026

People found CBL Wealth Management by searching for…

Browse Articles

Articles by date

People who viewed CBL Wealth Management also viewed

Advantage Tax Service

11 reviews

Credit King/Chayo Briggs

1 review

Payroll Plus

1 review

Freedom Financial Services

3 reviews

The Tax Man

13 reviews

PRMG

22 reviews

Paramount Residential Mortgage Group - Clearwater

2 reviews

A To Z Income TAX- Notary & Bookkeeping

17 reviews

Branaman & Thibodeau Bookkeeping & Income Tax

7 reviews

Tax Management

1 review

CBL Wealth Management

Services - CBL Wealth Management