Investment services in and around Atlanta

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 Atlanta, GA State Farm agent Lisa Dobbs can help you consider.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Lisa Dobbs in Atlanta to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

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

Annuities

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

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, how many people you employ, and others. Your local registered agent Lisa Dobbs can help you understand your choices.