Investment services in and around Apex

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 Brian Hicks in Apex, NC is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Brian Hicks is happy to help you examine your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Brian Hicks is happy to help you learn more about your options.