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Investment services in and around Lake Worth

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

There's no better time than the present to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

There's no better time than the present to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, yourself, or a friend, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • Broward County
  • Palm Beach County
  • Lake Worth Beach
  • Royal Palm Beach
  • Miami Dade County
  • West Palm Beach
  • Fort Pierce
  • Tequesta
  • Del Ray Beach
  • Doral
  • Jupiter
Profile photo of a State Farm Agent named: Paul Roca

Paul Roca

State Farm® Insurance Agent
Office Address:
4163 S Congress Avenue
Lake Worth, FL 33461-4703
Map & Directions

A great choice for help reaching financial goals in the Lake Worth area

Let's work toward your financial dreams

Simple Insights®

Simple Insights®