Investment services in and around Gainesville
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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Mitchell Burgess is happy to help walk you through the specifics.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
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 property and its proper stewardship is valuable. That's why it's a good idea to start developing 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
Looking for a way to receive payments or regular income throughout 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 are done working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Newberry
- Jonesville
- Ocala
- Alachua
- Archer
- High Springs
- St. Augustine
- Lake City
- Trenton
- Micanopy
- Belleview
- Jacksonville
- Tampa
- Orlando
- Tallahassee
- Pensacola
- Panama City
- Brooker
- St. Petersburg
- Riverview
- Lithia
- The Villages
- Starke
- Palatka
Mitchell Burgess
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.