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Investment services in and around Dallas

Explore 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

There will most likely come a time when your next career decision is to retire, but you can start taking the necessary steps for that day long before.

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

Now is the time to begin saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, your child, or yourself, as they pursue higher education.

Estate Planning

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

Annuities

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

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Plano
  • Frisco
  • McKinney
  • Southlake
  • Addison
  • Allen
  • Las Colinas
  • Cedar Hill
  • Desoto
  • Houston
  • The Woodlands
  • Montgomery
  • Cypress
  • Katy
  • Richmond
  • Tomball
  • Austin
  • San Antonio
  • El Paso
Profile photo of a State Farm Agent named: Shanda Martin

Shanda Martin

State Farm® Insurance Agent
Office Address:
500 N. Akard Street
Suite #2990
Dallas, TX 75201
Map & Directions

A great choice for help reaching financial goals in the Dallas area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®