Skip to content
Call
Text

Investment services in and around Charlotte

Charlotte, choose State Farm for help with your financial goals

Contact Agent Melanie

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

Retirement and IRAs

There will most likely come a time when your next career advancement is to retire, but you can start getting ready for that day long before.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education savings plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Legacy planning

Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for the disposition of a business at death, and more.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you retire.

Business retirement plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let us help with your dreams and goals

State Farm agent Melanie Stone offers Investments services in:

  • Charlotte, NC
  • Marvin, NC
  • Weddington, NC
  • Waxhaw, NC
  • Matthews, NC
  • Fort Mill, SC
  • Indian Land, SC
  • Stallings, NC
  • Indian Trail, NC
  • Concord, NC
  • Rock Hill, SC
  • Lancaster, SC
  • Huntersville, NC
  • Mooresville, NC
  • Cornelius, NC
  • Belmont, NC
  • Gastonia, NC
  • Wesley Chapel, NC
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 Melanie Stone offers Investments services in:

  • Charlotte, NC
  • Marvin, NC
  • Weddington, NC
  • Waxhaw, NC
  • Matthews, NC
  • Fort Mill, SC
  • Indian Land, SC
  • Stallings, NC
  • Indian Trail, NC
  • Concord, NC
  • Rock Hill, SC
  • Lancaster, SC
  • Huntersville, NC
  • Mooresville, NC
  • Cornelius, NC
  • Belmont, NC
  • Gastonia, NC
  • Wesley Chapel, NC
Profile photo of a State Farm Agent named: Melanie Stone

Melanie Stone

Stone Ins and Fin Svcs Inc

RICP®
CLU®
Call
My office
ID card
Map showing State Farm Agent's office

Location

8811 Blakeney Professional Dr
Suite 110
Charlotte, NC 28277-6599
Map and directions

Looking for help reaching financial goals in the Charlotte area?

Let's work toward your financial dreams

Contact Agent Melanie

Insurance and Financial products offered

Simple Insights®

What is a will and why do you need one?

Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.

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.

When should I update my estate plan?

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

View more articles

Call us 24/7 at (704) 542-1500

Contact info

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

Products you're interested in

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

Please correct the following:

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.