Investment services in and around Durham
State Farm can help with your financial aspirations
Contact Agent AshleyState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Ashley Manuel is happy to help walk you through the specifics.
Investment Services
If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education savings plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Legacy planning
As you sift through options and goals, including Durham State Farm agent Ashley Manuel, can be a useful asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Ashley Manuel is happy to help.
Business retirement plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Ashley Manuel can help you explore your choices.
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Location
5842 Fayetteville Road Ste 112Durham, NC 27713-6294
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Contact Agent AshleyInsurance and Financial products offered
Simple Insights®
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