Investment services in and around Chicago
Chicago, 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 places you want to see and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent Alexis Rivera in Chicago, IL would love to help you explore the options that may be right for you.
Estate Planning
As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after your death. State Farm can help you work toward these goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Alexis Rivera is happy to help you explore your options.
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 loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Alexis Rivera is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
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®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
What is refinancing and when does it make sense?
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.