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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Mary Elizabeth Burgess in Charlotte, NC is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
Thinking about how to begin saving for higher education? It may be time to consider available products and services for a friend, your spouse, or yourself.
Estate Planning
When trying to prepare for your future, State Farm agent Mary Elizabeth Burgess may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
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
State Farm has numerous retirement savings choices for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Charlotte
- Huntersville
- Concord
- Cornelius
- Davidson
- Concord Mills
- Highland Creek
- Moss Creek
- Skybrook
- Cannon Crossing
Mary Elizabeth Burgess
State Farm® Insurance Agent
Charlotte neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.