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Investment services in and around Mooresville

Review 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

Now is the time to start preparing for retirement.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

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

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

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business retirement plans

There is much to ponder 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 appealing to and maintaining employees.

Let us help champion your dreams and goals

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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Mooresville neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact Agent Annette

Insurance and Financial products offered

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.