Investment services in and around Roanoke
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
Aside from dreaming about places you want to see and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Brent Hershey to go through more specifics! Brent Hershey is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you work toward these goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Brent Hershey is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Brent Hershey is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Salem
- Roanoke City
- Bedford County
- Floyd County
- Craig County
- Botetourt County
- Alleghany County
- Rockbridge County
- Montgomery County
- All of Virginia
Roanoke neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.