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Investment services in and around Fort Mill

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

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 Ashley Berry in Fort Mill, SC is here to help!

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Ashley Berry can help you explore which path may be right for you.

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

As you sift through options and goals, including Fort Mill State Farm agent Ashley Berry, can be a beneficial asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent Ashley Berry is happy to help.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Fort Mill
  • Tega Cay
  • Indian Land
  • Rock Hill
  • Lancaster
  • Chester
  • Lake Wylie
  • York
  • Charlotte
  • Pineville
  • Waxhaw
  • Columbia
  • Winnsboro
  • Florence
  • Hartsville
  • Union
Profile photo of a State Farm Agent named: Ashley Berry

Ashley Berry

State Farm® Insurance Agent
Office Address:
506 Mercantile Place
Suite 104
Fort Mill, SC 29715-2094
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.