Investment services in and around Roanoke

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Lesley Owens is happy to help explore the details with you.

Investment Services

If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Lesley Owens in Roanoke, VA would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including Roanoke State Farm agent Lesley Owens, can be a worthwhile source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.