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Investment services in and around Charlotte

Charlotte, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent Megan Koterba can help walk you through the specifics of saving for college.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Megan Koterba is happy to help.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Fort Mill, SC
  • Denver, NC
  • Huntersville, NC
  • Steele Creek, NC
  • Gastonia, NC
  • Waxhaw, NC
  • Mecklenburg County
  • Union County
  • Lake Norman
  • Lake Wylie
  • Clover, SC
  • Mooresville, NC
Profile photo of a State Farm Agent named: Megan Koterba

Megan Koterba

State Farm® Insurance Agent

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Map showing State Farm Agent Megan Koterba's office at 2015 Ayrsley Town Blvd, Suite 104, Charlotte, NC
Office Address:
2015 Ayrsley Town Blvd
Suite 104
Charlotte, NC 28273
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Let State Farm be your first choice for help with reaching your financial goals

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