Skip to content

Investment services in and around Monroe

Investigate 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

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

Investment Services

If a new home, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Now is the time to begin 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 yourself, your child, or your spouse, as they pursue higher education.

Estate Planning

As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Monroe
  • West Monroe
  • Sterlington
  • Bastrop
  • Choudrant
  • Calhoun
  • Farmerville
Profile photo of a State Farm Agent named: Peggy Sullivan

Peggy Sullivan

State Farm® Insurance Agent
Office Address:
1810 Louisville Avenue
Monroe, LA 71201-6117
Map & Directions

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

Start working toward your financial goals

Simple Insights®

Simple Insights®