Skip to content

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

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

If a new home, college expenses, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for yourself, your child, or your spouse.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin 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 amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

You Have Financial Aspirations. Let Us Help!

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

Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Simple Insights®