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Investment services in and around Alpharetta

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

Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

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

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Garrett Schafer

Garrett Schafer

State Farm® Insurance Agent
Office Address:
4080 McGinnis Ferry Road
Suite 101
Alpharetta, GA 30005
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Simple Insights®

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.

Simple Insights®

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.

Rollover your 401k to a traditional IRA

With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.