Investment services in and around Richmond

Richmond, 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

One helpful way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

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

If you think saving for education is exactly what you're looking for, get in touch with agent Kari Bird to go through more specifics! Kari Bird is happy to explore flexibility, your timeline, your comfort with risk, and more.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Kari Bird can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 Kari Bird can help you as you explore the specifics.

Business Retirement Plans

There is much to consider 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.