The Investment Centre at CBCBank

The Investment Centre at CBCBank

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Smart Pension Advice
Smart Pension Advice

At The Investment Centre at CBCBank, we have the client—and only the client— in mind.

08/13/2024

When is the best time to take Social Security? It’s a great question, and Greg is here to help with our latest !

To learn even more about taking control of your financial future with confidence, give Greg a call today at 229-219-8426! We’re ready to help you!

07/30/2024

Welcome to another !

This week, Greg is here to share a valuable tip on retirement income planning. 🏦💡 It’s never too early to start thinking about your future financial security! Whether you’re just beginning your career or nearing retirement, planning your income can make a world of difference.

Spend a quick minute with Greg today to gain some insight on how to navigate this important process, then follow up with us at The Investment Centre to get started on the road to a comfortable and stress-free retirement!

Call us today at 229-219-8426, visit us online at www.investwithtic.com, or swing by to see us at 3466 North Valdosta Road. We look forward to seeing you soon!

07/16/2024

Welcome back to ! 💡

This week, Luke is here to tell us about how a steady approach and well-crafted financial plan can serve as a roadmap that can guide you as you work toward your financial goals.

Need expert guidance? Our advisors at The Investment Centre are ready to help you create a personalized financial plan tailored to your needs. Reach out today to take on your financial future with confidence!

Come see us today in our office at 3466 North Valdosta Road, or call us at 229-219-8426. We look forward to seeing you soon!

07/02/2024

It’s Financial Tip Tuesday, brought to you by your friends at The Investment Centre at CBCBank! Like Deanna says, wealth building is available to anyone who has just a little bit of discipline and determination. Give us a call today at 229-219-8426 to learn more about how The Investment Centre can provide guidance for you on your path to financial growth!

Photos from The Investment Centre at CBCBank's post 06/26/2024

At The Investment Centre at CBC Bank, our clients are at the heart of everything we do. To show our appreciation to our female customers this week, we hosted a relaxing manicure/pedicure event. Alongside a day filled with pampering, laughter, and great conversations, the ladies were able to glean some guidance on a woman’s approach to investing from our trusted Financial Advisor Deanna Smith! Deanna delivered valuable insight on women’s investing instincts, prioritization, consideration of loved ones and family, and the value of partnering with an expert. Thank you to all who attended – we loved seeing you unwind and enjoy! 💅💚💛

If you’d like to learn more about how The Investment Centre can help you with your financial journey, visit us online at InvestWithTIC.com, visit us in person at 3466 North Valdosta Road, or give us a call today at 229-219-8426!

06/13/2024

Not sure where to go for information about key-man insurance or business succession planning for your small business?

Contact us to learn more about your options. https://www.investwithtic.com/

06/04/2024

While your small business products and services are your primary focus, your business finances still need careful planning. Schedule a review now to find out how we can help. https://www.investwithtic.com/contact_us/

05/29/2024

Creating a plan for funding both education and retirement can be overwhelming.

Exploring options early can help you move forward with prioritizing retirement, while still providing a great start for your child. https://www.investwithtic.com/Our-Services.3.htm

05/23/2024

Creating a plan for funding both education and retirement can be overwhelming.

Exploring options early can help you move forward with prioritizing retirement, while still providing a great start for your child. Visit our website for more details. https://www.investwithtic.com/

Photos from The Investment Centre at CBCBank's post 04/20/2024

What a great morning at The Investment Centre! Many thanks to all who participated in our 2nd Annual 4.01k Fun Run/Walk in support of ACTO (Alzheimer’s Caregiver Time Out)! 💚💛

Thanks to our sponsors Valdosta’s Best Running , Dame, Walker, Hardemon & Co. LLC, and Dover, Miller, Karras, Langdale, & Brantley. And finally, thanks to Bailey’s Race Management for providing a first class race.

Already looking forward to next year! 💪

04/04/2024

Just a few short weeks away from our 4.01k Investment Centre Fun Run/Walk on location at CBC Bank on the morning of April 20th! Just $25 to register, and winners and a few lucky participants will have a chance at some great prizes, including a new pair of running shoes and gift cards from Valdosta’s Best Running !

https://runsignup.com/Race/GA/Valdosta/TheInvestmentCentre401kFunRun

Register by Monday April 8th to guarantee that you receive a T-Shirt! We look forward to seeing you there!

03/29/2024

We're less than one month away from our second annual The Investment Centre at CBCBank 4.01k Fun Run/Walk for Financial Literacy!

An exciting new partnership with Valdosta's Best Running this year is opening up an opportunity for us to feature drawings for shoe giveaways and gift certificates for our winners!

Click the link below or scan the QR Code on the image to sign up today!

https://runsignup.com/Race/Register/?raceId=161351&eventId=829941

Photos from The Investment Centre at CBCBank's post 02/27/2024

Our resident ROCK STAR Deanna Smith was honored today as the recipient of the Boys and Girls Club Woman of the Year award! A tremendous honor for a tremendous lady! Please join us in congratulating Deanna on joining a list of iconic women who have played a major role in the positive development of children in our community throughout the last 50 years! 💚💛

02/21/2024

Thankful for the opportunity to celebrate the men and women of our local law enforcement, who bravely serve our community every day! Congratulations to each of the honorees at today’s Valdosta Rotary Club Law Enforcement appreciation banquet! 🫡💚💛

02/21/2024

A changing economy and the power of investing are two important reasons to speak with an investment program financial professional. Contact our team anytime with your questions or for a financial review. https://www.investwithtic.com/

02/16/2024

You have worked hard to be at your current financial standing. When it comes to investing your well-earned wealth, an Osaic Institutions Financial Professional has the tools to assist you and discuss your options. Contact us today.

Photos from The Investment Centre at CBCBank's post 02/15/2024

This February, we had a lovely time celebrating a group of special ladies with a “build your own bouquet” event at The Investment Centre. We are so thankful for the trust that these amazing people have placed in us, and we value the opportunity we have to build these relationships and help guide them with their important financial decisions. 💐💚💛❤️💐

02/06/2024

Career success should be a time for celebration, not for worry or concern. An Osaic Institutions Financial Professional can help you build a sound investment framework that you can feel confident about. Schedule a meeting with us today to learn more about our services. https://www.investwithtic.com/contact_us/

02/01/2024

We understand that your retirement savings are important to you. Meeting with an Infinex Representative can help you review all options and increase your retirement confidence. Reach out to us today.

Photos from The Investment Centre at CBCBank's post 01/27/2024

Our very own Deanna Smith has been busy this weekend making rounds in support of our community! Deanna loves helping people, and she can help you with your financial questions and/or decisions! Visit us online at www.investwithtic.com or come visit us at 3466 N Valdosta Road! 💛💚

01/09/2024

When it comes to retirement savings, it’s important to prepare early and find the right balance for you and your family.

An Osaic Institutions representative can provide advice to help you save efficiently for retirement while funding your child’s education. Schedule a meeting today to get started. https://www.investwithtic.com/

The Investment Center at CBC Bank 01/04/2024

Experts suggest you have 3x your annual salary saved by age forty. By fifty, you should have 6x your salary saved. Are you on the right track with your retirement savings? Contact an Osaic Institutions representative today.

The Investment Center at CBC Bank A graduate of the University of Arkansas, Greg joined The Investment Centre in 2022 and has been in the financial services industry for over 18 years. He holds the series 7, 63, and 66 registrations, has the AAMS (Accredited Asset Management Specialist) designation, and is insurance licensed. Greg h...

Associates : The Investment Center at CBC Bank 12/28/2023

You work hard and it’s important to preserve and grow your assets. Doing so can feel intimidating, but it doesn’t have to be. Schedule a free consultation with an Osaic Institutions Financial Professional today at the Investment Centre at CBC Bank.

Associates : The Investment Center at CBC Bank Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. The Investment Centre is a trade name of the CBC Bank. Osaic Institutions and CBC Bank are not affiliated. Products and services made available through Osaic Institutions are not insu...

12/14/2023

Confused about how to make the most of your hard work for years to come? Meet with an Osaic Institutions Financial Professional to learn about your
options and the power of preserving and growing your assets. https://www.investwithtic.com/contact_us/

Photos from The Investment Centre at CBCBank's post 11/15/2023

At The Investment Centre, we value our clients and the relationships we’ve built with them while helping guide their financial growth through the years. Tonight, we enjoyed celebrating many of those individuals. Thank you for putting your trust in our team at The Investment Centre, and congratulations to all of our door prize winners! 💚💛

11/13/2023

Some military families face financial challenges. Whether you're saving for college or retirement, purchasing a home, or planning for your family's financial future, we can help you execute a plan you feel confident in.

Schedule a meeting with us today to learn more about our services.

11/10/2023

On Veteran’s Day, we honor all who have served.

If you are part of a military family, keeping your family protected and understanding your benefits is extremely important. We take pride in helping military families plan for their financial future.

Schedule a meeting today. https://www.investwithtic.com/

11/07/2023

As your business has grown, have you thought about your retirement plan, or considered offering a retirement package to your employees?

We would be happy to review the options with you.

Contact us today! https://www.investwithtic.com/contact_us/

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Why The Investment Centre at CBC Bank?

Our mission at The Investment Centre at CBC Bank is to provide access to quality advice, investment products and services to residents in the communities we serve so that they can take on their future with confidence.

By developing a relationship and taking the time to learn your unique goals and objectives, we can provide investment advice, deliver recommendations, and build a plan catered to your specific needs, taking into consideration your tolerance for risk and developing plans for you as you transition to different phases of your financial life. By doing this, you will leave with a greater sense of financial peace, confident that the plan in place can accomplish your goals.

It was because of the need we saw in our local communities for a professional, process-driven financial planning approach that we started The Investment Centre at CBC Bank in 2010. With CBC Bank serving as our foundation, we have adopted the same core values which recognize the true importance of community and a service-oriented environment. We will strive each day to provide you with not only exceptional financial advice, but with exceptional customer service and a personal relationship that will last generations.

Overall, it is our objective to enhance the financial well-being of our community and place the interest of our clients at the pinnacle of our actions. If you want to learn more about our firm, please reach out to us. We would love to hear from you.

Videos (show all)

When is the best time to take Social Security? It’s a great question, and Greg is here to help with our latest #Financia...
Welcome to another #FinancialTipTuesday!This week, Greg is here to share a valuable tip on retirement income planning. 🏦...
Welcome back to #FinancialTipTuesday! 💡This week, Luke is here to tell us about how a steady approach and well-crafted f...
Financial Tip Tuesday #1 w/ Deanna Smith
Happy 4th of July!

Address


3466 North Valdosta Road, Suite A
Valdosta, GA
31602

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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