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Investment services in and around Garland

Review Your Financial Goals And Plans With State Farm

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

Retirement and IRAs

Aside from dreaming about where to travel and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

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

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

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.

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 researching your options, your local State Farm agent Jim Rosales is happy to help.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Plano
  • Sachse
  • Rowlett
  • Dallas
  • Murphy
  • Wylie
  • Arlington
  • Farmersville
  • Melissa
  • Princeton
  • Anna
  • Prosper
Profile photo of a State Farm Agent named: Jim Rosales

Jim Rosales

State Farm® Insurance Agent

ChFC®
Office Address:
4750 North Jupiter Road
Suite 224
Garland, TX 75044
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Looking for help reaching financial goals in the Garland area?

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