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Investment services in and around The Colony

Review 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

Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

Are you looking to set up an IRA, establish an emergency fund, or invest for retirement? State Farm agents are available to help you know where to begin.

Education Savings Plans

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

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Allen
  • Plano
  • Denton
  • Frisco
  • Addison
  • Coppell
  • Corinth
  • Grapevine
  • Carrollton
  • Lewisville
  • Richardson
  • Flower Mound
  • Hebron
  • Farmers Branch
  • The Colony
  • Hackberry
  • Highland Village
  • Bloomington
  • Celina
  • Prosper
  • Fairview
  • McKinney
  • Little Elm
Profile photo of a State Farm Agent named: Brent Holtz

Brent Holtz

State Farm® Insurance Agent
Office Address:
4654 S Colony Blvd Ste 100A
The Colony, TX 75056
Map & Directions

Looking for help reaching financial goals in the The Colony area?

Let's work toward your financial dreams

Simple Insights®

Simple Insights®