Investment services in and around Moneta

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Susan Balderson is happy to help explain the specifics to you.

Investment Services

Are you looking to establish an emergency fund, save for a new house, or invest for retirement? State Farm agents are prepared to help you know where to start.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, a friend, or your child.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin mapping out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Susan Balderson is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Susan Balderson is happy to help you understand your options.