Skip to content
Español

Investment services in and around Charlotte

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

There will most likely come a time when your next career move is to retire, but you can start making preparations for that day long before.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or a friend.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing 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

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.

Let Us Help You Achieve Your Dreams And Goals

Profile photo of a State Farm Agent named: Alex Williamson

Alex Williamson

State Farm® Insurance Agent
Office Address:
1441 Heather Lane
Suite A
Charlotte, NC 28209-4207
Map & Directions

A great choice for help reaching financial goals in the Charlotte area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®