Investment services in and around Virginia Beach

Virginia Beach, 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Virginia Beach, VA State Farm agent Brett Pendergast can help you consider.

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 guidance, there are different levels of support available to you. Contact agent Brett Pendergast in Virginia Beach to learn more about how they can assist you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, 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 during retirement? An annuity through State Farm may be the dependable 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

Quality employees can make a remarkable impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.