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

There will most likely come a time when your next career advancement is to retire, but you can start prepping for that day long before.

Investment Services

Are you looking to plan for college expenses, save for a new house, or invest for retirement? State Farm agents are ready 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 start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, your spouse, or your child, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.