Investment services in and around Dunwoody
Explore 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 understand which may be right for you, State Farm agent Mason Scott in Dunwoody, GA is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance researching specific options, registered agent Mason Scott is happy to help.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Dunwoody
- Georgia
- Atlanta
- Metro Atlanta
- Fulton County
- Dekalb County
- North Georgia
- Cobb County
- Smyrna
- Marietta
- Decatur
- Inman Park
- Brookhaven
- Virginia Highlands
- Doraville
- Peachtree Corners
- Norcross
- Suwanee
- Alpharetta
- Roswell
- Sandy Springs
- Buckhead
- Chamblee
- Midtown
Discover how State Farm can help you reach your financial goals
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Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.