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Investment services in and around Knightdale

State Farm Can Help With Your Financial Aspirations

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 investigate which may be right for you, State Farm agent Brian Rothert in Knightdale, NC is here to help!

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

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for a special needs individual, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you stop working.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

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
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Simple Insights®

Hidden costs of buying a home

Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.

Simple Insights®

Hidden costs of buying a home

Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.