Investment services in and around Gaithersburg

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

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

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

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 when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance reviewing specific options, registered agent Chris Durand is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Chris Durand is happy to help you examine your options.