Investment services in and around Kannapolis
Kannapolis, 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 getting ready for retirement, whether you're newly employed or you've been working for some time.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.
Education Savings Plans
Interested in ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or yourself.
Estate Planning
As an individual with assets, it is ideal to have goals. Beginning 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 make progress toward these goals.
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 continue after you stop working.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Concord
- Kannapolis
- China Grove
- Charlotte
- Landis
- Harrisburg
- Salisbury
- Mooresville
- Locust
- Kellswater
Mary Beth Burgess
State Farm® Insurance Agent
Looking for help reaching financial goals in the Kannapolis area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.