Investment services in and around Spartanburg
Spartanburg, 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
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Chad Wagner can help you explore which path may be right for you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left to save, amount to save, time left before needing savings, and more. Agent Chad Wagner in Spartanburg, SC would love to help you investigate the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent Chad Wagner may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Chad Wagner is happy to help you research your options.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.
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Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.