Investment services in and around Lumberton

Lumberton, 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

Now is the time to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Trey White in Lumberton 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 your comfort with risk, time left to save, amount to save, and more. Agent Trey White in Lumberton, TX would love to help you explore the options that may be right for you.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Trey White is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Trey White can help you investigate your choices.