Investment services in and around Leesburg
State Farm Can Help With Your Financial Aspirations
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 investigate which may be right for you, State Farm agent Drew Davis in Leesburg, FL is here to help!
Investment Services
Are you looking to establish an emergency fund, save for a new house, or invest for retirement? State Farm agents are ready to help you know where to start.
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 even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Drew Davis is happy to help you investigate your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- OCALA
- FRUITLAND PARK
- THE VILLAGES
- LADY LAKE
- HOWEY IN THE HILLS
- TAVARES
- WILDWOOD
- OKAHUMPKA
- MOUNT DORA
- EUSTIS
- ASTATULA
- MASCOTTE
- COLEMAN
- WEBSTER
- YALAHA
- SUMTERVILLE
- CENTER HILL
- UMATILLA
- SORRENTO
- BELLEVIEW
- WEIRSDALE
- OCKLAWAHA
- GROVELAND
- LEESBURG
Drew Davis
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
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Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.