Investment services in and around Vinton
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 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 Vinton, VA State Farm agent Susan Balderson can help you investigate.
Investment Services
If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Susan Balderson is happy to help you research your options.
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, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Susan Balderson is happy to help you understand your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Vinton
- Bonsack
- Roanoke
- Stewartsville
- Roanoke County
Looking for help reaching financial goals in the Vinton area?
Let's work toward your financial dreams
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.