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Investment services in and around Lorton

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Casey Whitmarsh in Lorton to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Casey Whitmarsh to go through more specifics! Casey Whitmarsh is happy to review your comfort with risk, flexibility, your timeline, and more.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Casey Whitmarsh is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

Let Us Help Aid Your Dreams And Goals

Profile photo of a State Farm Agent named: Casey Whitmarsh

Casey Whitmarsh

State Farm® Insurance Agent

Office Address:
7217 Lockport Pl Suite 100
Lorton, VA 22079-1596
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What to consider when choosing a beneficiary for life insurance or other financial accounts

Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.