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Investment services in and around Fort Lauderdale

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

Today is a good day to start preparing for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Kat Stevenson is happy to help you examine your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Kat Stevenson can help you investigate your choices.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Pompano Beach
  • Wilton Manors
  • Oakland Park
  • Margate
  • Coconut Creek
  • Deerfield Beach
  • Boca Raton
  • Hillsboro Beach
  • Coral Springs
  • Parkland
  • Tamarac
  • Broward County
  • Cooper City
  • Plantation
  • Lauderhill
  • Weston
  • Pembroke Pines
  • Miramar
  • Lighthouse Point
  • Hollywood
  • Davie
  • Miami Gardens
  • Miami-Dade County
  • Miami
Profile photo of a State Farm Agent named: Kat Stevenson

Kat Stevenson

State Farm® Insurance Agent

CPCU®
Office Address:
1505 E Commercial Blvd
Fort Lauderdale, FL 33334-5717
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