Investment services in and around Atlanta

Review 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement in the future.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Kelli Ashbrook-Cummings in Atlanta to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kelli Ashbrook-Cummings to go through more specifics! Kelli Ashbrook-Cummings is happy to review your timeline, flexibility, your comfort with risk, and more.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Kelli Ashbrook-Cummings is happy to help.