Investment services in and around Kannapolis
Kannapolis, 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 prepping for retirement, whether you're just joining the workforce or you've been working for some time.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for your child, yourself, or a friend.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin constructing 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
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 remain after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to ponder.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Concord
- Kannapolis
- China Grove
- Charlotte
- Landis
- Harrisburg
- Salisbury
- Mooresville
- Locust
- Kellswater
Mary Beth Burgess
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Kannapolis area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.