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Investment services in and around Apex

Apex, 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 potential way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include your comfort with risk, flexibility, time left before needing savings, and more. Agent Brian Hicks in Apex, NC would love to help you explore the options that may be right for you.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

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 Brian Hicks can help you as you consider the specifics.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Brian Hicks

Brian Hicks

State Farm® Insurance Agent
Office Address:
8763 Holly Springs Rd
Apex, NC 27539
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Apex neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Start out strong with 4 financial priorities for young adults

Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

Simple Insights®

Start out strong with 4 financial priorities for young adults

Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.