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Investment services in and around Wildwood

Wildwood, 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

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

Investment Services

Are you looking to plan for college expenses, save for a new house, or invest for retirement? State Farm agents are happy to help you know where to start.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Kelly Matz can help you as you review the specifics.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help Aid Your Dreams And Goals

Profile photo of a State Farm Agent named: Kelly Matz

Kelly Matz

State Farm® Insurance Agent

Office Address:
4386 Warm Springs Ave
Wildwood, FL 34785-8058
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

Simple Insights®

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.