Investment services in and around Charlotte

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are happy to help you know where to begin.

Education Savings Plans

There's no better time than the present to start saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your child, or your spouse, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.