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Investment services in and around Charlotte

Investigate Your Financial Goals And Plans With State Farm

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 prepping for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

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

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing income to family members, and more.

Annuities

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

Business Retirement Plans

State Farm has multiple retirement savings choices for both business owners and their employees.

Let Us Help Support Your Dreams And Goals

We also offer Investments services in:
  • Charlotte, NC
  • Uptown Charlotte
  • South Park Charlotte
  • Myers Park Charlotte
  • South End Charlotte
  • Ballantyne Charlotte
  • LOSO Charlotte
  • Plaza Midwood
  • NODA Charlotte
  • University Charlotte
  • Wesley Heights
  • Steele Creek
  • Fort Mill, SC
  • Dilworth, Charlotte
  • Park Road, Charlotte
  • Madison Park
  • Midtown Charlotte
  • Raintree, Charlotte
  • Cotswold, Charlotte
  • Elizabeth, Charlotte
  • Matthews, NC
  • Clover, SC
  • Belmont, NC
  • Stallings, NC
Profile photo of a State Farm Agent named: Jeremy Fulkerson

Jeremy Fulkerson

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
4805 Park Road
Suite 103
Charlotte, NC 28209-3676
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

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