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Investment services in and around West Columbia

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement sooner.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

Depending on when you want your income payout to begin, your goals, 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 Liz Portee can help you as you consider the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Liz Portee is happy to help.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • West Columbia
  • Columbia
  • Cayce
  • Lexington
Profile photo of a State Farm Agent named: Liz Portee

Liz Portee

State Farm® Insurance Agent

Office Address:
1316 Sunset Blvd
West Columbia, SC 29169
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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

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