Investment services in and around San Antonio

San Antonio, 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

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 consider which may be right for you, State Farm agent Thomas Wallace in San Antonio, TX is here to help!

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Thomas Wallace in San Antonio to learn more about how they can assist you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Thomas Wallace is happy to help you investigate your options.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.