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Investment services in and around Mooresville

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

Today is a good day to start preparing for retirement, whether you're newly employed or you've been working for some time.

Investment Services

Are you looking to set up an IRA, invest for retirement, or establish an emergency fund? State Farm agents are available to help you know where to start.

Education Savings Plans

Now is the time to begin saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, a friend, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin creating steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Charlotte
  • Lake Norman
  • Sherrills Ford
  • Huntersville
  • Statesville
  • Cornelius
  • Troutman
  • Davidson
  • Terrell
  • Denver
Profile photo of a State Farm Agent named: Sally Brooks

Sally Brooks

State Farm® Insurance Agent
Office Address:
548 Williamson Rd
Ste 2
Mooresville, NC 28117
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Simple Insights®