Investment services in and around Sandy Springs
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
Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.
Investment Services
If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't stop 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 choice to create the stream of income you're looking for post-retirement.
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, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Cleo Meyer is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Roswell
- Atlanta
- Duluth
- Marietta
- Alpharetta
- Decatur
- lawrenceville
- kennesaw
- Norcross
- woodstock
- cumming
Cleo Meyer
State Farm® Insurance AgentOffice Address:
Suite 360
Sandy Springs, GA 30328-5380
Looking for help reaching financial goals in the Sandy Springs area?
Start working toward your financial goals
Simple Insights®
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.
Simple Insights®
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.