Investment services in and around Bellaire

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Kevin Patton in Bellaire, TX is here to help!

Investment Services

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Kevin Patton can help you select which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kevin Patton to go through more specifics! Kevin Patton is happy to explore your comfort with risk, your timeline, flexibility, and more.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Kevin Patton can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Kevin Patton is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Kevin Patton is happy to help you research your options.