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Investment services in and around Mount Holly

State Farm can help with your financial aspirations

Contact Agent Katherine

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Katherine Patrick in Mount Holly, NC is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.

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.

Legacy planning

Your property and its proper stewardship is significant. That's why it's a good idea to start constructing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance reviewing specific options, registered agent Katherine Patrick is happy to help.

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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Katherine Patrick is happy to help.

You have financial aspirations. Let us help!

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Katherine Patrick

Katherine Patrick Ins Agcy Inc

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318 W Catawba Ave
Mount Holly, NC 28120
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Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Contact Agent Katherine

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.