Investment services in and around Sterling Heights
Sterling Heights, choose State Farm for help with your financial goals
Contact Agent SteveState 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 prepping for retirement, whether you're entering the job world or you've been working for some time.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education savings plans
If you think saving for education is exactly what you're looking for, get in touch with agent Steve Smith to go through more specifics! Steve Smith is happy to explore your comfort with risk, your timeline, flexibility, and more.
Legacy planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start developing 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
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you retire.
Business retirement plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
Let us help you with your monetary objectives
Location
38151 Utica RoadSterling Heights, MI 48312-1756
Looking for help reaching financial goals in the Sterling Heights area?
Let's work toward your financial dreams
Contact Agent SteveInsurance and Financial products offered
Simple Insights®
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.