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Investment services in and around Mooresville

Investigate your financial goals and plans with State Farm

Contact Agent Annette

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career decision is retirement, but you can start getting ready for that day long before.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Annette Burkhard in Mooresville to learn more about how they can assist you.

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

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Annette Burkhard is happy to help you investigate your options.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored options.

You have financial aspirations. Let us help!

State Farm agent Annette Burkhard offers Investments services in:

  • Mooresville
  • Huntersville
  • Cornelius
  • Davidson
  • Sherrills Ford
  • Charlotte
  • Lake Norman
  • Denver
  • North Carolina
  • Hickory
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Annette Burkhard offers Investments services in:

  • Mooresville
  • Huntersville
  • Cornelius
  • Davidson
  • Sherrills Ford
  • Charlotte
  • Lake Norman
  • Denver
  • North Carolina
  • Hickory
Profile photo of a State Farm Agent named: Annette Burkhard

Annette Burkhard

State Farm® Insurance Agent

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Location

206 Joe Knox Avenue Suite B
Mooresville, NC 28117-7912
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Looking for help reaching financial goals in the Mooresville area?

Start working toward your financial goals

Contact Agent Annette

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