Investment services in and around Fort Myers

Fort Myers, 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

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

Investment Services

Are you looking to invest for retirement, establish an emergency fund, or plan for college expenses? State Farm agents are prepped to help you know where to start.

Education Savings Plans

There's no better time than the present to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your child, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

Annuities

Basic expenses and bills don't conclude 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

Quality employees can make a huge impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.