Investment services in and around Kalamazoo
Investigate your financial goals and plans with State Farm
Contact Agent LanceState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Kalamazoo, MI State Farm agent Lance Greer can help you understand.
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.
Legacy planning
When trying to prepare for your future, State Farm agent Lance Greer may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Lance Greer is happy to help you investigate your options.
Business retirement plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Lance Greer is happy to help you understand your options.
You have financial aspirations. Let us help!
Location
3415 W Main StreetKalamazoo, MI 49006-6060
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Contact Agent LanceInsurance and Financial products offered
Simple Insights®
Medicare coverage: Common questions and answers
Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.