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Investment services in and around Summerville

Summerville, choose State Farm for help with your financial goals

Contact Agent Austin

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 option for you. State Farm agent Austin Moak is happy to help talk you through the specifics.

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Austin Moak can help you determine which path may be right for you.

Education savings plans

When saving for college, anyone can contribute.

Legacy planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance exploring specific options, registered agent Austin Moak is happy to help.

Business retirement plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Austin Moak is happy to help you research your options.

Let us help with your dreams and goals

State Farm agent Austin Moak offers Investments services in:

  • Summerville
  • Charleston
  • Mount Pleasant
  • North Charleston
  • Goose Creek
  • Isle of Palms
  • Sullivans Island
  • Kiawah Island
  • Johns Island
  • James Island
  • West Ashley
  • Ladson
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Austin Moak offers Investments services in:

  • Summerville
  • Charleston
  • Mount Pleasant
  • North Charleston
  • Goose Creek
  • Isle of Palms
  • Sullivans Island
  • Kiawah Island
  • Johns Island
  • James Island
  • West Ashley
  • Ladson
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Austin Moak

Moak Ins and Fin Svcs Inc

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Location

1706 Old Trolley Road Suite F
Summerville, SC 29485-9035
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Summerville neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Contact Agent Austin

Insurance and Financial products offered

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