Investment services in and around Spartanburg
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Chad Wagner in Spartanburg, SC is here to help!
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
Your agent Chad Wagner can help walk you through the various options of saving for college.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Chad Wagner can help you as you investigate the specifics.
Business Retirement Plans
State Farm has multiple retirement savings plans for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
A great choice for help reaching financial goals in the Spartanburg area
Let's work toward your financial dreams
Simple Insights®
Are you saving enough for college? Find out with this calculator
Are you saving enough for college? Find out with this calculator
Use this calculator to determine how much should be saved for future college costs.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.