Investment services in and around Fort Worth

Investigate 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Marianne Leal in Fort Worth, TX is here to help!

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or save for a new house? State Farm agents are prepared to help you know where to start.

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for yourself, your child, or your spouse.

Estate Planning

As you sift through options and goals, including Fort Worth State Farm agent Marianne Leal, can be a useful source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

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, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Marianne Leal is happy to help you decipher your options.