Investment services in and around Fort Worth

Fort Worth, 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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Marianne Leal is happy to help explore the specifics with you.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

Your agent Marianne Leal can help walk you through the specifics of saving for college.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start laying out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Marianne Leal is happy to help you consider your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Marianne Leal is happy to help you examine your options.