Skip to content

Investment services in and around Greenville

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

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 Adam Peterson is happy to help walk you through the details.

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Adam Peterson can help you decide which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, your comfort with risk, amount to save, and more. Agent Adam Peterson in Greenville, SC would love to help you investigate the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Adam Peterson may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

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

Business Retirement Plans

State Farm has various retirement savings choices for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Adam Peterson

Adam Peterson

State Farm® Insurance Agent
Office Address:
517 S Pleasantburg Drive Ste C
Greenville, SC 29607-2415
Map & Directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

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.

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 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.

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.