Investment services in and around Charlotte

Charlotte, 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

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 explore which may be right for you, State Farm agent Juan Rubio in Charlotte, NC is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more service, 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

There are specifics to think about before starting to save for education. These include time left to save, amount to save, flexibility, and more. Agent Juan Rubio in Charlotte, NC would love to help you explore the options that may be right for you.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Juan Rubio is happy to help you investigate your options.