Investment services in and around Plano

Plano, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Are you looking to plan for college expenses, set up an IRA, or save for a new house? State Farm agents are prepped to help you know where to start.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for your child, your spouse, or yourself.

Estate Planning

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

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.