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Investment services in and around Bellaire

Bellaire, 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

Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Kevin Patton can help walk you through the details of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing 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

Basic expenses and bills don't conclude 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 option to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Kevin Patton

Kevin Patton

State Farm® Insurance Agent

ChFC®
Office Address:
6575 West Loop S Suite 500
Bellaire, TX 77401-3521
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Looking for help reaching financial goals in the Bellaire area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.