Investment services in and around Saint Marys

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Chris Metz is happy to help explain the specifics to you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Chris Metz in Saint Marys to learn more about how they can assist you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left to save, your comfort with risk, and more. Agent Chris Metz in Saint Marys, WV would love to help you explore 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 cash for expenses, providing for a special needs individual, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Chris Metz can help you as you investigate the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Chris Metz can help you research your choices.