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

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 determine which may be right for you, State Farm agent Mary Elizabeth Burgess in Charlotte, NC is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing 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

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance exploring specific options, registered agent Mary Elizabeth Burgess is happy to help.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.