Located at Cumberland County Bank

Crossville and Fairfield Glade

CCB Investment Services offers you access to knowledgeable and experienced financial advisors who will listen to your unique financial situation and goals. They then work with you to design a strategy to help you reach your goals.  Our financial advisors go far beyond merely executing trades. They get to know you and your specific needs.

CCB Investment Services makes available a wide variety of products and services through INVEST Financial Corporation.

These include:

  • Mutual Funds
  • Stocks and Bonds
  • Managed Accounts
  • College Funding Plans 
  • Annuities
  • Government Securities
  • Financial Planning
  • Portfolio Evaluations and Reviews
  • Retirement Planning – 403b (TSAs), IRAs,401k
  • Rollover Plans
  • Long Term Care Insurance
  • Life Insurance
  • Tax-Advantaged Investments
  • Estate Planning.

Visit with Kent Bilbrey or Lee Vaughan at one of our offices in Fairfield Glade or Crossville. Click on the city for phone number and directions

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

More Newsletters →