Investment services in and around Raleigh
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 Chad Richards is happy to help walk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to consider available products and services for a friend, your child, or yourself.
Estate Planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you make progress toward these goals.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. 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
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 employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Chad Richards is happy to help you examine your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Durham
- Knightdale
- Wendell
- Cary
- Clayton
- Louisburg
- Creedmoor
- Wake Forest
- Franklinton
- Garner
- Holly Springs
- Fuquay Varina
- Apex
- Angier
- Dunn
- Chapel Hill
- Hillsborough
- Morrisville
- Rolesville
- Zebulon
- Middlesex
- Carrboro
- Youngsville
- Bunn
Chad Richards
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Raleigh area
Let's work toward your financial dreams
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.