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Investment services in and around Plano

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

Now is the time to start preparing for retirement.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, amount to save, flexibility, and more. Agent Michael Fortado in Plano, TX would love to help walk you through the options that may be right for you.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable 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 provides several retirement savings choices tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Texas
  • Frisco
  • Plano
  • Allen
  • Dallas
  • McKinney
  • Wylie
  • The Colony
  • Austin
  • Flower Mound
  • Carrollton
  • Prosper
  • Waco
  • Highland Village
  • Lewisville
  • Deerfield
  • Canyon Creek
  • Willow Bend
Profile photo of a State Farm Agent named: Michael Fortado

Michael Fortado

State Farm® Insurance Agent

Office Address:
3020 Legacy Drive Suite 190
Plano, TX 75023-8327
Map & Directions

Looking for help reaching financial goals in the Plano area?

Let's work toward your financial dreams

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