Investment services in and around Apex

Investigate 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

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 consider which may be right for you, State Farm agent Brian Hicks in Apex, NC is here to help!

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left to save, your comfort with risk, and more. Agent Brian Hicks in Apex, NC would love to help you investigate the options that may be right for you.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Brian Hicks is happy to help you explore your options.