Investment services in and around Charleston
Charleston, choose State Farm for help with your financial goals
Contact Agent MatthewState 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 getting ready for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education savings plans
There are specifics to think about before starting to save for education. These include flexibility, your comfort with risk, amount to save, and more. Agent Matthew Rowsey in Charleston, WV would love to help walk you through the options that may be right for you.
Legacy planning
Your property and its proper stewardship is important. That's why it's a good idea to start laying out 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
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Matthew Rowsey is happy to help you investigate your options.
Business retirement plans
Quality employees can make a remarkable difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let us help assist with your dreams and goals
Location
401 58th Street SECharleston, WV 25304-2801
A great choice for help reaching financial goals in the Charleston area
Let's work toward your financial dreams
Contact Agent MatthewInsurance and Financial products offered
Simple Insights®
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.