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Investment services in and around Richmond

Explore your financial goals and plans with State Farm

Contact Agent Ric

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

Retirement and IRAs

One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Legacy planning

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

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Ric Bergstrom is happy to help you consider your options.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, if loans are an option, and others. Your local registered agent Ric Bergstrom can help you investigate your choices.

Let us help you with your monetary objectives

State Farm agent Ric Bergstrom offers Investments services in:

  • Richmond
  • Henrico
  • Short Pump
  • Chesterfield
  • West End
  • Lakeside
  • Glen Allen
  • Mechanicsville
  • Willow Lawn
  • Scotts Addition
  • Westham
  • Tuckahoe
  • Carytown
  • The Fan
  • Innsbrook
  • West Broad Village
  • Stony Point
  • North Chesterfield
  • Manchester
  • Midlothian
  • Brandermill
  • Woodlake
  • Chester
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 Ric Bergstrom offers Investments services in:

  • Richmond
  • Henrico
  • Short Pump
  • Chesterfield
  • West End
  • Lakeside
  • Glen Allen
  • Mechanicsville
  • Willow Lawn
  • Scotts Addition
  • Westham
  • Tuckahoe
  • Carytown
  • The Fan
  • Innsbrook
  • West Broad Village
  • Stony Point
  • North Chesterfield
  • Manchester
  • Midlothian
  • Brandermill
  • Woodlake
  • Chester
Profile photo of a State Farm Agent named: Ric Bergstrom

Ric Bergstrom

Bergstrom Insurance Agcy Inc

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Location

6809 Patterson Avenue
Richmond, VA 23226-3650
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Richmond neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Ric

Insurance and Financial products offered

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