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Investment services in and around Middleburg

Investigate 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

There will most likely come a time when your next career move is to retire, but you can start taking the necessary steps for that day long before.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Rich Morris

Rich Morris

State Farm® Insurance Agent
Office Address:
2067 Palmetto Street
Middleburg, FL 32068-5151
Map & Directions

A great choice for help reaching financial goals in the Middleburg area

Let's work toward your financial dreams

Simple Insights®

Simple Insights®