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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

Now is the time to start preparing for retirement.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin laying out 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

Looking for a way to receive payments or regular income during retirement? 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 quit working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Shelby
  • Kings Mountain
  • Bessemer City
  • Cherryville
  • Boiling Springs
Profile photo of a State Farm Agent named: Katie Hallberg

Katie Hallberg

State Farm® Insurance Agent
Office Address:
941 E Marion st ste. 1
Shelby, NC 28150-4946
Map & Directions

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

Start working toward your financial goals

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.