Investment services in and around Edwardsville
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Edwardsville, IL State Farm agent Trevor Halloran can help you investigate.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Trevor Halloran in Edwardsville to learn more about how they can assist you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
As you sift through options and goals, including Edwardsville State Farm agent Trevor Halloran, can be a helpful source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Trevor Halloran can help you as you explore the specifics.
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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Trevor Halloran is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Glen Carbon
- Collinsville
- Alton
- Maryville
- Caseyville
- Granite City
- Highland
- Marine
- Hamel
- Staunton
- O'Fallon
- Greenville
- Jerseyville
- Shiloh
- Godfrey
- Troy
- Saint Jacob
- Belleville
- Wood River
- Roxana
- East Alton
- Alhambra
- Worden
- Litchfield
Trevor Halloran
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.