Investment services in and around Virginia Beach
Virginia Beach, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Brett Pendergast in Virginia Beach, VA is here to help!
Investment Services
If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
As you sift through options and goals, including Virginia Beach State Farm agent Brett Pendergast, can be a helpful resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Brett Pendergast is happy to help you research your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if loans are an option, and how many employees you have. Your local State Farm agent Brett Pendergast is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
Brett Pendergast
State Farm® Insurance Agent
Virginia Beach neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
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Simple Insights®
How to build credit
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Understand how credit works and learn ways to build and improve your credit score.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.