Investment services in and around New Port Richey

New Port Richey, 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

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

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Mike Peters can help you decide which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Mike Peters to go through more specifics! Mike Peters is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income that's right for your post-retirement.

Business Retirement Plans

There is much to consider 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 keeping employees.