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Investment services in and around Raleigh

Review your financial goals and plans with State Farm

Contact Agent Matt

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

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Raleigh, NC State Farm agent Matt Phillips can help you explore.

Investment Services

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

Education savings plans

When saving for college, anyone can contribute.

Legacy planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business retirement plans

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

You have financial aspirations. Let us help!

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Matt Phillips

State Farm® Insurance Agent

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Location

1330 St. Mary's Street
Suite A020
Raleigh, NC 27605
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Looking for help reaching financial goals in the Raleigh area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Matt

Insurance and Financial products offered

Simple Insights®

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Potential benefits of mutual fund investing

Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

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.