Investment services in and around Sumter
Investigate Your Financial Goals And Plans With State Farm
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 Sumter, SC State Farm agent Leah Barwick can help you consider.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Leah Barwick to go through more specifics! Leah Barwick is happy to explore your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
State Farm has multiple retirement savings options for both business owners and their employees.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Sumter County
- Mulberry
- Wedgefield
- Cane Savannah
- Pinewood
- Dalzell
- Paxville
- Alcolu
- Turbeville
- Lakewood
- South Sumter
- East Sumter
- Oswego
- Mayesville
- Millwood
- Paisley Park
- Winter Park
- Patriot Park
- Sumter High
- Summerton
- Rimini
- Sumter
- Liberty St
- Shaw Air Force Base
Leah Barwick
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Sumter area
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.