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

There's no better time than the present to start preparing for retirement.

Investment Services

Are you looking to plan for college expenses, save for a new house, or set up an IRA? State Farm agents are ready to help you know where to begin.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your spouse, your child, or yourself.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you pursue these goals.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.

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 appealing to and maintaining employees.