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Investment Services

Carter County Bank has partnered with UVEST Financial Services to offer a wide variety of products to match whatever your financial needs may be. Jim Richardson is our UVEST Representative with more than 15 years of experience.
 
We invite you to call us at 423.543.9034 to make an appointment with Jim for a free consultation. Come see how we can help you meet your financial goals. Some of the products we can provide you with are:
  • 401k Rollovers  
  • IRAs   
  • Fixed Income   
  • Mutual Funds   
  • Annuities  
  • Equities  
  • REIT  (Real Estate Investment Trust)  
  • 529 College Savings Plans  
  • Wealth Management  
  • Estate Planning and Trusts  
  • Financial Planning  
  • Retirement Planning                              


Click here to access your UVEST account



Click here for our latest Investments Newsletter 
"Financial Focus"

 

  Disclaimer:

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member FINRA/ SIPC. UVEST and Carter County Bank are independent entities. 

Securities (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the potential loss of principal.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Bank Deposit


 

  • contact us
  • 423.543.2131
  • 877.725.5222
  • info@cartercountybank.com