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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement tomorrow.
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
Your agent Mitchell Burgess can help walk you through the specifics of saving for college.
Estate Planning
As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you reach these goals.
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 goals, and more. For assistance researching specific options, registered agent Mitchell Burgess is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Mitchell Burgess is happy to help.
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
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.