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

Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your child, or a friend.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start constructing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 carry over after you retire.

Business Retirement Plans

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