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

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Mary Beth Burgess in Kannapolis to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Mary Beth Burgess to go through more specifics! Mary Beth Burgess is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

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

Annuities

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