Investment services in and around Baltimore
Baltimore, choose State Farm for help with your financial goals
Contact Agent LizState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about your bucket list destinations and what you will do in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
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 guidance, there are different levels of support available to you. Contact agent Liz Sherstad in Baltimore to learn more about how they can assist you.
Education savings plans
There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, and more. Agent Liz Sherstad in Baltimore, MD would love to help you explore the options that may be right for you.
Legacy planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Liz Sherstad can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Liz Sherstad is happy to help.
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 maintaining employees.
You have financial aspirations. Let us help!
State Farm agent Liz Sherstad offers Investments services in:
- Pikesville
- Canton
- Baltimore City
- Pennsylvania
- Essex
- Delaware
- Pasadena
- Dundalk
- Philadelphia
- Catonsville
- Rosedale
- Eldersburg
- Eastern Shore
- Easton
- Bel Air
- Aberdeen
- Havre De Grace
- York
- Harrisburg
- Wilmington
- Gaithersburg
- Kingsville
- Forest Hill
- Locust Point
State Farm agent Liz Sherstad offers Investments services in:
- Pikesville
- Canton
- Baltimore City
- Pennsylvania
- Essex
- Delaware
- Pasadena
- Dundalk
- Philadelphia
- Catonsville
- Rosedale
- Eldersburg
- Eastern Shore
- Easton
- Bel Air
- Aberdeen
- Havre De Grace
- York
- Harrisburg
- Wilmington
- Gaithersburg
- Kingsville
- Forest Hill
- Locust Point
Location
1414 Key Highway Suite P300MBaltimore, MD 21230-5189
Baltimore neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Contact Agent LizInsurance and Financial products offered
Simple Insights®
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.