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Investment services in and around Phenix City

Phenix City, 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

There's no better time than the present to start preparing for retirement.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

Your agent Carol Perdue can help walk you through the different elements of saving for college.

Estate Planning

As you sift through options and goals, including Phenix City State Farm agent Carol Perdue, can be a beneficial source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
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Profile photo of a State Farm Agent named: Carol Perdue

Carol Perdue

State Farm® Insurance Agent

ChFC®
Office Address:
2310 Crawford Road
Suite 101
Phenix City, AL 36867-3612
Map & Directions

A great choice for help reaching financial goals in the Phenix City area

Let's work toward your financial dreams

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Which retirement accounts are right for you?

Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.