Investment services in and around Kannapolis

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Kannapolis, NC State Farm agent Mary Beth Burgess can help you consider.

Investment Services

If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.