Investment services in and around Florence

Florence, 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

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

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Bert Bretherick can help you explore which path may be right for you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for yourself, a friend, or your spouse.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Bert Bretherick can help you as you review the specifics.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.