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Investment services in and around Plano

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

There's no better time than the present to start preparing for retirement.

Investment Services

Are you looking to save for a new house, establish an emergency fund, or set up an IRA? State Farm agents are happy to help you know where to begin.

Education Savings Plans

Now is the time to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your child, or your spouse, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Texas
  • Frisco
  • Plano
  • Allen
  • Dallas
  • McKinney
  • Wylie
  • The Colony
  • Austin
  • Flower Mound
  • Carrollton
  • Prosper
  • Waco
  • Highland Village
  • Lewisville
  • Deerfield
  • Canyon Creek
  • Willow Bend
Profile photo of a State Farm Agent named: Michael Fortado

Michael Fortado

State Farm® Insurance Agent
Office Address:
3020 Legacy Drive Suite 190
Plano, TX 75023-8327
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