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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Haltom City, TX State Farm agent Eddie Bermea can help you investigate.

Investment Services

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

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.