Investment services in and around Atlanta
Atlanta, Choose State Farm For Help With Your Financial Goals
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 choice for you. State Farm agent Lisa Dobbs is happy to help walk you through the specifics.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
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
As you sift through options and goals, including Atlanta State Farm agent Lisa Dobbs, can be a useful source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Atlanta
- Vinings
- Buckhead
- Smyrna
- Marietta
- North Carolina
- Highlands
- Cashiers
- Mableton
- Gainesville
- Commerce
- Kennesaw
- Roswell
- Douglasville
- Powder Springs
- Gastonia
- Duluth
- Lawrenceville
- Suwanee
- Decatur
- Dallas
- Alpharetta
- Lithia Springs
- Buford
Lisa Dobbs
State Farm® Insurance Agent
Looking for help reaching financial goals in the Atlanta area?
Start working toward your financial goals
Simple Insights®
Find the future value of your savings with this calculator
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.
Simple Insights®
Find the future value of your savings with this calculator
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.