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Investment services in and around Mooresville

Navigate your financial goals and plans with State Farm

Contact Agent Annette

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Annette Burkhard can help you research which path may be right for you.

Education savings plans

When saving for college, anyone can contribute.

Legacy planning

As you sift through options and goals, including Mooresville State Farm agent Annette Burkhard, can be a worthwhile resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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

Business retirement plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.

You have financial aspirations. Let us help!

State Farm agent Annette Burkhard offers Investments services in:

  • Mooresville
  • Huntersville
  • Cornelius
  • Davidson
  • Sherrills Ford
  • Charlotte
  • Lake Norman
  • Denver
  • North Carolina
  • Hickory
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Annette Burkhard offers Investments services in:

  • Mooresville
  • Huntersville
  • Cornelius
  • Davidson
  • Sherrills Ford
  • Charlotte
  • Lake Norman
  • Denver
  • North Carolina
  • Hickory
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Annette Burkhard

State Farm® Insurance Agent

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Location

206 Joe Knox Avenue Suite B
Mooresville, NC 28117-7912
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Contact Agent Annette

Insurance and Financial products offered

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