Investment services in and around Moneta
Moneta, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Susan Balderson in Moneta, VA is here to help!
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Susan Balderson can help you as you examine the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Smith Mountain Lake
- Bedford County
- Moneta
- Vinton
- Goodview
- Roanoke
- Hardy
- Stewartsville
- Huddleston
Susan Balderson
State Farm® Insurance Agent
Moneta neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
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Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.