Investment services in and around Shelby
Investigate Your Financial Goals And Plans With State Farm
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 sooner.
Investment Services
There are options available for you if you'd like additional information on saving for your future. State Farm agent Katie Hallberg can help you decide which path may be right for you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't conclude 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 solution to create the stream of income you're looking for post-retirement.
Business Retirement Plans
Quality employees can make a huge impact 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 Reach Your Dreams And Goals
We also offer Investments services in:- Shelby
- Kings Mountain
- Bessemer City
- Cherryville
- Boiling Springs
Katie Hallberg
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.