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Investment services in and around Montgomery

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to think about available products and services for your spouse, your child, or a friend.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping 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

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Montgomery
  • Prattville
  • Millbrook
  • Wetumpka
  • Shorter
  • Hope Hull
  • Greenville
  • Fort Deposit
  • Birmingham
  • Clanton
Profile photo of a State Farm Agent named: Jan Carpenter

Jan Carpenter

State Farm® Insurance Agent
Office Address:
3025 Zelda Rd
Montgomery, AL 36106-2651
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®