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Investment services in and around Monroe

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

One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to think about available products and services for your child, your spouse, or a friend.

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

Looking for a way to receive payments or regular income while retired? 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 stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Union County
  • Waxhaw
  • Indian Trail
  • Marshville
  • Wesley Chapel
Profile photo of a State Farm Agent named: Staci Howell

Staci Howell

State Farm® Insurance Agent

ChFC® RICP®
Office Address:
1730 Dickerson Blvd Suite G
Monroe, NC 28110-2884
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Fixed-rate mortgage vs. adjustable-rate mortgage

Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.