Skip to content
Español

Investment services in and around Knightdale

Explore 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

It's always a good time to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Brian Rothert in Knightdale to learn more about how they can assist you.

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.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • Knightdale
  • Raleigh
  • Wendell
  • Cary
  • Zebulon
  • Wake Forest
  • Clayton
Profile photo of a State Farm Agent named: Brian Rothert

Brian Rothert

State Farm® Insurance Agent

ChFC® CPCU® RICP® CLU® WMCP®
Office Address:
2001 Wide Waters Pkwy
Ste O
Knightdale, NC 27545-7324
Map & Directions

A great choice for help reaching financial goals in the Knightdale area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Pros and cons of buying a fixer-upper

Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.