Investment services in and around St Clair Shores
Investigate your financial goals and plans with State Farm
Contact Agent TomState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Tom Peck is happy to help explore the options with you.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.
Education savings plans
You can start preparing for higher education 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.
Legacy planning
When trying to prepare for your future, State Farm agent Tom Peck may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business retirement plans
State Farm has various retirement savings options for both business owners and their employees.
Let us help you with your monetary objectives
Location
25310 Little MackSt Clair Shores, MI 48081-3369
Looking for help reaching financial goals in the St Clair Shores area?
Start working toward your financial goals
Contact Agent TomInsurance and Financial products offered
Simple Insights®
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.