Investment services in and around Wilmington

Wilmington, 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 to retire, but you can start getting ready for that day long before.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or save for a new house? State Farm agents are happy to help you know where to start.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Wilmington State Farm agent Dan Dougherty, can be a useful resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Dan Dougherty is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Dan Dougherty can help you investigate your choices.