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Investment services in and around Lumberton

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

Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Josh Whitley can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Pembroke
  • St. Pauls
  • Fairmont
  • Dillon
  • Darlington
Profile photo of a State Farm Agent named: Josh Whitley

Josh Whitley

State Farm® Insurance Agent

Office Address:
514 Peterson Dr
Lumberton, NC 28358
Map & Directions

Lumberton neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Money management for teens

Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.