Investment services in and around Sumter
Sumter, 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
One helpful way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Leah Barwick can help you explore which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Leah Barwick is happy to help.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Leah Barwick can help you explore your choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Sumter County
- Mulberry
- Wedgefield
- Cane Savannah
- Pinewood
- Dalzell
- Paxville
- Alcolu
- Turbeville
- Lakewood
- South Sumter
- East Sumter
- Oswego
- Mayesville
- Millwood
- Paisley Park
- Winter Park
- Patriot Park
- Sumter High
- Summerton
- Rimini
- Sumter
- Liberty St
- Shaw Air Force Base
Leah Barwick
State Farm® Insurance Agent
Looking for help reaching financial goals in the Sumter area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.