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Investment services in and around Rockwall

Rockwall, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about places you want to see and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for your child, your spouse, or a friend.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance considering specific options, registered agent Travis Barton is happy to help.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Rockwall
  • Heath
  • Fate
  • Royse City
  • Rowlett
  • Mclendon-Chisholm
  • Sunnyvale
  • Wylie
  • Nevada
  • Lavon
  • Josephine
  • Lakewood
  • Murphy
  • Highland Park
  • Celina
  • Prosper
Profile photo of a State Farm Agent named: Travis Barton

Travis Barton

State Farm® Insurance Agent
Office Address:
807 N Goliad Street
Rockwall, TX 75087-2717
Map & Directions

A great choice for help reaching financial goals in the Rockwall area

Start working toward your financial goals

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.