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Investment services in and around Silver Spring

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 decision is retirement, but you can start preparing for that day long before.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

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

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Silver spring
  • Rockville
Profile photo of a State Farm Agent named: Jeslling Montalvan

Jeslling Montalvan

State Farm® Insurance Agent
Office Address:
12121 Heritage Park Cir
Silver Spring, MD 20906-4556
Map & Directions

Silver Spring neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Questions about Social Security survivor benefits

Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Questions about Social Security survivor benefits

Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.