Cabarrus Bank & Trust
 

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Investment & Retirement Services

As your investment and retirement needs expand beyond traditional bank deposit services, CB&T Investment Services will help you tailor an investment portfolio designed to your specifications. Saving today is a wise investment decision. Particularly in today’s economic environment, it is important to build a savings base to supplement your income.

Carefully analyzing your needs, we will work with you to determine which plan best fits your situation. We offer a full range of corporate retirement plans from Simplified Employee Pension Plans to 401(k) Plans.

 

About Us:

We are committed to delivering quality products and services and adhering to a high standard of customer care. Consultation is absolutely free. Ask your Account Executive for more details.

When you do business with Cabarrus Bank & Trust your money provides capital for local businesses, creates local jobs and improves the quality of life for families. We want what’s best for our communities, friends and neighbors … together we are Making a Difference.

(704) 262-3855  |  Locations

A legitimate bank or securities company will NEVER contact you via Email / Telephone asking for sensitive personal
information or account numbers. Hoax callers will usually hangup if you start asking them questions.
If ever in doubt, hangup the phone and then "you" contact us directly to verify. Security Center

Not FDIC Insured No Bank Guarantee May Lose Value
Securities and/or Insurance Products are offered by, and Financial Consultants are registered with, UVEST Financial Services, Member: FINRA / SIPC. UVEST and Strategic Investment Group are independent entities.
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