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Investment services in and around Greenville

Navigate Your Financial Goals And Plans With State Farm

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 determine which may be right for you, State Farm agent Heath Satterfield in Greenville, SC is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

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

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!

We also offer Investments services in:
  • South Carolina
Profile photo of a State Farm Agent named: Heath Satterfield

Heath Satterfield

State Farm® Insurance Agent

Office Address:
626 Congaree Road Suite 8
Greenville, SC 29607-3554
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