Investment services in and around New Bern

Review 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

Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Timothy Sawyer in New Bern 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 Timothy Sawyer to go through more specifics! Timothy Sawyer is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

When trying to prepare for your future, State Farm agent Timothy Sawyer may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your 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 solution 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 loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Timothy Sawyer is happy to help you understand your options.