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Investment services in and around CARROLLTON

Carrollton, 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

There will most likely come a time when your next career advancement is retirement, but you can start prepping for that day long before.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or set up an IRA? State Farm agents are ready to help you know where to start.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • SMITHFIELD
  • CARROLLTON
  • NEWPORT NEWS
  • SUFFOLK
  • PORTSMOUTH
  • NORFOLK
  • VIRGINIA BEACH
  • HAMPTON
  • WILLIAMSBURG
  • RICHMOND
Profile photo of a State Farm Agent named: Sherry Vincent

Sherry Vincent

State Farm® Insurance Agent
Office Address:
15423 CARROLLTON BLVD
CARROLLTON, VA 23314
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Leaving money to a charity in your will

Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.

Simple Insights®

Leaving money to a charity in your will

Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.

Special needs financial planning

We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.