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Investment services in and around Lake Orion

Lake Orion, Choose State Farm For Help With Your Financial Goals

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

Retirement and IRAs

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

There's no better time than the present to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, a friend, or your child, as they pursue higher education.

Estate Planning

As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

Annuities

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

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Jamie Felix

Jamie Felix

State Farm® Insurance Agent
Office Address:
95 Indianwood Rd
Lake Orion, MI 48362-1508
Map & Directions

Looking for help reaching financial goals in the Lake Orion area?

Start working toward your financial goals

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