Investment services in and around Charlotte
Navigate 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
Today is a good day to start prepping for retirement, whether you're just joining the workforce or you've been working for some time.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Juan Rubio in Charlotte to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Juan Rubio to go through more specifics! Juan Rubio is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after your death. State Farm can help you reach these goals.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
Juan Rubio
State Farm® Insurance Agent
Charlotte neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!