Investment services in and around Shelby
Shelby, 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement in the future.
Investment Services
Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are prepped to help you know where to start.
Education Savings Plans
Your agent Katie Hallberg can help walk you through the details of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing cash for expenses, and more.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Shelby
- Kings Mountain
- Bessemer City
- Cherryville
- Boiling Springs
Katie Hallberg
State Farm® Insurance Agent
Looking for help reaching financial goals in the Shelby area?
Start working toward your financial goals
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
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®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
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.