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Investment services in and around Rowlett

Rowlett, 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

There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

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

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't end 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 solution to create the stream of income that's right for your post-retirement.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Christian Serrano

Christian Serrano

State Farm® Insurance Agent

Office Address:
6909 Rowlett Road Suite 103
Rowlett, TX 75089-1680
Map & Directions

A great choice for help reaching financial goals in the Rowlett area

Start working toward your financial goals

Simple Insights®

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.

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.