Investment services in and around Virginia Beach
Review Your Financial Goals And Plans With State Farm
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 a new home, college expenses, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Brett Pendergast to go through more specifics! Brett Pendergast is happy to explore flexibility, your timeline, your comfort with risk, and more.
Estate Planning
When trying to prepare for your future, State Farm agent Brett Pendergast may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Brett Pendergast is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
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Simple Insights®
How to prepare for a divorce
How to prepare for a divorce
Consider these divorce planning tips to help you be better prepared.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.