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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

There will most likely come a time when your next career advancement is to retire, but you can start making preparations 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 ready to help educate and work with you.

Education Savings Plans

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

Estate Planning

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

Annuities

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

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.

You Have Financial Aspirations. Let Us Help!

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
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Simple Insights®

When should I update my estate plan?

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

Simple Insights®

When should I update my estate plan?

Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.