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Partnerships with UVESTOur financial consultant, Dee Catrett, holds a Series 7
securities license, Series 63 license, and life insurance license. To
assist you with planning your financial strategy, CCB Financial Services, Inc.
has formed a unique partnership with UVEST Financial Services, Member NASD,
SIPC. Through this partnership, you have access to a full range of financial
options, including financial needs analysis, mutual funds, annuities, life
insurance and more.
Investment PhilosophyWe believe in taking a customized approach when creating a client's portfolio. It's important to examine an individual's current financial circumstances and know their personal needs and objectives. Our focus is on investing for the long-term by investing in companies with strong fundamentals, proven earnings history, and with superior management with an outlook for steady earnings growth. Products and Services Available
Together we can help you reach your financial goals. Dee CatrettCCB
Financial Services, Inc.
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