Investment services in and around Monroe

Navigate 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

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 Peggy Sullivan in Monroe, LA is here to help!

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

There are considerations to think about before starting to save for education. These include amount to save, time left to save, flexibility, and more. Agent Peggy Sullivan in Monroe, LA would love to help you explore the options that may be right for you.

Estate Planning

As you sift through options and goals, including Monroe State Farm agent Peggy Sullivan, can be a useful source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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