Investment services in and around Virginia Beach

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 choice for you. State Farm agent Brett Pendergast is happy to help explain the details to you.

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Brett Pendergast can help you determine which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, your comfort with risk, flexibility, and more. Agent Brett Pendergast in Virginia Beach, VA would love to help walk you through the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Brett Pendergast can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Brett Pendergast is happy to help you examine your options.