Investment services in and around Haltom City

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement down the road.

Investment Services

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

Education Savings Plans

Your agent Eddie Bermea can help walk you through the particulars of saving for college.

Estate Planning

As you sift through options and goals, including Haltom City State Farm agent Eddie Bermea, can be a helpful source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance considering specific options, registered agent Eddie Bermea is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Eddie Bermea is happy to help.