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Investment services in and around Colorado Springs

Colorado Springs, 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

One feasible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Dan Lewis is happy to help.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Dan Lewis

Dan Lewis

State Farm® Insurance Agent

Office Address:
1614 S Academy Blvd #110
Colorado Springs, CO 80916-4511
Map & Directions

A great choice for help reaching financial goals in the Colorado Springs area

Let's work toward your financial dreams

Simple Insights®

Do I need a financial advisor?

What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.