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
It's always a good time to start preparing for retirement.
Investment Services
Are you looking to invest for retirement, plan for college expenses, or set up an IRA? State Farm agents are ready to help you know where to start.
Education Savings Plans
Now is the time to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, yourself, or your child, as they pursue higher education.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start creating steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Smith Mountain Lake
- Bedford County
- Moneta
- Vinton
- Goodview
- Roanoke
- Hardy
- Stewartsville
- Huddleston
Susan Balderson
State Farm® Insurance Agent
Looking for help reaching financial goals in the Moneta area?
Start working toward your financial goals
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.