Investment services in and around Matthews
Matthews, Choose State Farm For Help With Your Financial Goals
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 fit for you. State Farm agent Joe Pomykacz is happy to help talk you through the details.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left to save, amount to save, flexibility, and more. Agent Joe Pomykacz in Matthews, NC would love to help walk you through the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent Joe Pomykacz may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Joe Pomykacz is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings plans for both business owners and their employees.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- Charlotte
- Mint Hill
- Matthews
- Indian Trail
- Weddington
- Monroe
- Stallings
- Concord
- Harrisburg
- Waxhaw
- Pineville
Joe Pomykacz
State Farm® Insurance Agent
Looking for help reaching financial goals in the Matthews area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.