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Investment services in and around Forsyth

Review your financial goals and plans with State Farm

Contact Agent Charlie

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

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement tomorrow.

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education savings plans

Your agent Charlie Pelt can help walk you through the various options of saving for college.

Legacy planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.

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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Charlie Pelt is happy to help.

You have financial aspirations. Let us help!

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Charlie Pelt

Pelt Ins And Fin Svcs Inc

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Location

38 Railroad Ave
Suite A
Forsyth, GA 31029-2219
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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

Contact Agent Charlie

Insurance and Financial products offered

Simple Insights®

Fixed-rate mortgage vs. adjustable-rate mortgage

Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

What are bond funds?

Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

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For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

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By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.