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Investment services in and around Plano

Plano, choose State Farm for help with your financial goals

Contact Agent Michael

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education savings plans

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

Legacy planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin mapping out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

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 stage of life, and more. For assistance exploring specific options, registered agent Michael Fortado is happy to help.

Business retirement plans

Quality employees can make a big difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let us help champion your dreams and goals

State Farm agent Michael Fortado offers 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
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Michael Fortado offers 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
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Michael Fortado

State Farm® Insurance Agent

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Location

3020 Legacy Drive Suite 190
Plano, TX 75023-8327
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Michael

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.