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Investment services in and around Plano

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

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

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 property and its proper stewardship is valuable. That's why it's a good idea to begin organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • Plano,
  • Richardson
  • Dallas Ft. Worth
  • Wylie
  • Allen
  • Mckinney
  • Rockwall
  • DFW
  • Frisco
  • Prosper
  • Garland
  • Waco
  • Austin
  • Tyler
  • San Antonio
  • Longview
  • HIghland Park
  • Southlake
  • Grapevine
  • Texas
Profile photo of a State Farm Agent named: Adam Leggett

Adam Leggett

State Farm® Insurance Agent

ChFC®
Office Address:
700 Alma Drive Suite 141
Plano, TX 75075-8807
Map & Directions

Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.