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Investment services in and around Lakeland

Lakeland, 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

One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Monica Maddox can help you determine which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, your comfort with risk, flexibility, and more. Agent Monica Maddox in Lakeland, FL would love to help walk you through the options that may be right for you.

Estate Planning

As you sift through options and goals, including Lakeland State Farm agent Monica Maddox, can be a valuable asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit 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 attracting and keeping employees.

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Monica Maddox

Monica Maddox

State Farm® Insurance Agent

Office Address:
2005 Bartow Road
Lakeland, FL 33801-6556
Map & Directions

Lakeland neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.