Investment services in and around Sault Ste Marie

Sault Ste Marie, 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

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 decide which may be right for you, State Farm agent Kristi Harwood-Causley in Sault Ste Marie, MI is here to help!

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 help, there are different levels of support available to you. Contact agent Kristi Harwood-Causley in Sault Ste Marie to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kristi Harwood-Causley to go through more specifics! Kristi Harwood-Causley is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Kristi Harwood-Causley can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Kristi Harwood-Causley can help you as you explore the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Kristi Harwood-Causley can help you study your choices.