Investment services in and around Chicago
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
There will most likely come a time when your next career move is retirement, but you can start prepping for that day long before.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Alexis Rivera in Chicago to learn more about how they can assist you.
Education Savings Plans
Your agent Alexis Rivera can help walk you through the various options of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Streeterville
- Chicago Loop
- River North
- Fulton market
- Gold Coast
- Galewood
- Jefferson Park
- Roscoe Village
- Downtown Chicago
- Belmont Cragin
- Magnificent Mile
- Bucktown
- South Loop
- West Loop
- Lincoln Park
- Lakeview
- Montclare
- Oak Park
- Humbolt Park
- Michigan Ave
- Mcclurg Ct
Looking for help reaching financial goals in the Chicago area?
Let's work toward your financial dreams
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
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.