Investment services in and around Irving

Navigate 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 fit for you. State Farm agent David Francesangelo is happy to help explore the specifics with you.

Investment Services

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

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent David Francesangelo is happy to help you examine your options.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent David Francesangelo is happy to help.