Investment services in and around Norcross
Norcross, 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
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 Norcross, GA State Farm agent Dan Barracliff can help you explore.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Dan Barracliff 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 Dan Barracliff is happy to help you decipher your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- GA
- FL
- SC
- TN
- AL
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.