Investment services in and around Virginia Beach
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
One possible way in which you can start preparing for retirement even 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 Brett Pendergast in Virginia Beach, VA would love to help you investigate the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing cash for expenses, and more.
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 Brett Pendergast is happy to help you research your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Brett Pendergast can help you understand your choices.
Let Us Help You Achieve Your Dreams And Goals
Brett Pendergast
State Farm® Insurance AgentLooking for help reaching financial goals in the Virginia Beach area?
Start working toward your financial goals
Simple Insights®
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.
Simple Insights®
Holiday budget and saving tips
Holiday budget and saving tips
By using these holiday budgeting tips and saving strategies, you can help make your holidays joyful, memorable and affordable, without overspending.
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.