Investment services in and around Powells Point

Investigate Your Financial Goals And Plans With State Farm

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 decide which may be right for you, State Farm agent Kimberly Carroll in Powells Point, NC is here to help!

Investment Services

Are you looking to save for a new house, plan for college expenses, or invest for retirement? State Farm agents are happy to help you know where to start.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to think about available products and services for yourself, a friend, or your child.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

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, if there are annual operation costs or administration fees, if loans are an option, and how many employees you have. Your local State Farm agent Kimberly Carroll is happy to help you research your options.