Investment services in and around Florence

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 determine which may be right for you, State Farm agent Bert Bretherick in Florence, AL is here to help!

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Bert Bretherick can help walk you through the details of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.

Annuities

Basic expenses and bills don't stop 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 option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.