Investment services in and around Shelby
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Your agent Katie Hallberg can help walk you through the various options of saving for college.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't cease 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 way to create the stream of income you're looking for post-retirement.
Business Retirement Plans
State Farm has various retirement savings plans for both business owners and their employees.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Shelby
- Kings Mountain
- Bessemer City
- Cherryville
- Boiling Springs
A great choice for help reaching financial goals in the Shelby area
Start working toward your financial goals
Simple Insights®
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.