Investment services in and around Union

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

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 option for you. State Farm agent David Roy is happy to help walk you through the specifics.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent David Roy to go through more specifics! David Roy is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent David Roy can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent David Roy can help you as you examine the specifics.