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Investment services in and around Mooresville

Mooresville, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement in the future.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Trevor Pinkston can help you explore which path may be right for you.

Education Savings Plans

Your agent Trevor Pinkston can help walk you through the particulars of saving for college.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Trevor Pinkston can help you as you examine the specifics.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • North Carolina
  • South Carolina
  • Troutman, NC
  • Statesville, NC
  • Lake Norman
  • Davidson, Nc
  • Huntersville, NC
  • Concord, NC
  • Sherrills Ford, NC
  • Cornelius, NC
  • My Ulla, NC
  • Denver, NC
  • China Grove, NC
  • Conover, NC
  • Mecklenburg County
  • Matthews, NC
  • Harrisburg, NC
  • Kannapolis, NC
  • Catawba County
  • Iredell County
  • Salisbury, NC
  • Hickory, NC
  • Cabarrus County
  • Rowan County
Profile photo of a State Farm Agent named: Trevor Pinkston

Trevor Pinkston

State Farm® Insurance Agent
Office Address:
124 E Plaza Drive Suite B
Mooresville, NC 28115-8102
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A great choice for help reaching financial goals in the Mooresville area

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®

What To Do When A Loved One Dies

Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.