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Investment services in and around Huntersville

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 Huntersville, NC State Farm agent Annette Burkhard can help you understand.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Annette Burkhard can help walk you through the various options of saving for college.

Estate Planning

When trying to prepare for your future, State Farm agent Annette Burkhard may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you stop working.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • North Carolina
  • South Carolina
  • Huntersville
  • Charlotte
  • Mooresville
  • Lake Norman
  • Cornelius
  • Troutman
  • Waxhaw
  • Fort Mill
  • Monroe
  • Statesville
  • Kannapolis
  • Concord
  • Salisbury
  • Davidson
Profile photo of a State Farm Agent named: Annette Burkhard

Annette Burkhard

State Farm® Insurance Agent
Office Address:
14316A Reese Blvd W
Huntersville, NC 28078-7911
Map & Directions

Huntersville neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

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Simple Insights®

What does the executor of a will do?

Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.