Investment services in and around Sumter

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 decide which may be right for you, State Farm agent Leah Barwick in Sumter, SC is here to help!

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Leah Barwick in Sumter to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left to save, flexibility, and more. Agent Leah Barwick in Sumter, SC would love to help you investigate the options that may be right for you.

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 cash for expenses, and more.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Leah Barwick is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Leah Barwick can help you investigate your choices.