CCB Financial Services, Inc. - A division of CCB Community Bank

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Partnerships with UVEST 

Our 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 Philosophy

We 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

Annuities

         Financial Planning

401K Rollovers

Estate Planning

Self-Directed IRAs

College Investment Programs

Mutual Funds

Portfolio Review

Long Term Care Insurance

REITS

Life Insurance

Stocks/Bonds

Disability Insurance

Business Retirement Plans


It's easy to arrange a confidential financial review.  You may contact Dee Catrett at
(334) 427-3983,
dee.catrett@uvestmail.com or ask your branch office about setting up an appointment.

Together we can help you reach your financial goals.

Dee Catrett

CCB Financial Services, Inc.
Andalusia Location: 225 East Three Notch Street, P O Box 396, Andalusia  Alabama 36420 (334) 427-3983
Opp Location: 609 Florala Hwy, Opp Alabama 36467 (334) 427-3983
Crestview Location: 1290 North Ferdon Blvd, Crestview Florida 32536 (850) 682-0484

dee.catrett@uvestmail.com

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Bank Deposit