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Investment services in and around Tallahassee

Explore 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

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

Investment Services

If retirement, a new home, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income during 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 stop working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Bill Reardon is happy to help you learn more about your options.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Bill Reardon

Bill Reardon

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
1835 Fiddler Ct
Tallahassee, FL 32308
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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

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Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.