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Investment services in and around Mooresville

State Farm can help with your financial aspirations

Contact Agent Sally

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

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Sally Brooks is happy to help explain the specifics to you.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

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 anyone can contribute.

Legacy planning

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

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Sally Brooks is happy to help.

Let us help you with your monetary objectives

State Farm agent Sally Brooks offers Investments services in:

  • Charlotte
  • Lake Norman
  • Sherrills Ford
  • Huntersville
  • Statesville
  • Cornelius
  • Troutman
  • Davidson
  • Terrell
  • Denver
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Sally Brooks offers Investments services in:

  • Charlotte
  • Lake Norman
  • Sherrills Ford
  • Huntersville
  • Statesville
  • Cornelius
  • Troutman
  • Davidson
  • Terrell
  • Denver
Profile photo of a State Farm Agent named: Sally Brooks

Sally Brooks

Brooks Ins and Fin Svcs Inc

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Location

548 Williamson Rd
Ste 2
Mooresville, NC 28117
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Mooresville neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact Agent Sally

Insurance and Financial products offered

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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.