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Investment services in and around Moundsville

Moundsville, 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

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

Your agent Taylor Shepherd can help walk you through the details of saving for college.

Estate Planning

When trying to prepare for your future, State Farm agent Taylor Shepherd may be a helpful 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 exploring specific options, registered agent Taylor Shepherd is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Taylor Shepherd is happy to help.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Taylor Shepherd

Taylor Shepherd

State Farm® Insurance Agent

ChFC® RICP® CLU®
Office Address:
300 Jefferson Avenue
Moundsville, WV 26041-1640
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Are you better off paying down debt or investing?

This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.

Simple Insights®

Are you better off paying down debt or investing?

This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.