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Roll over or transfer funds to a new or existing State Farm® Traditional or Roth IRA before September 30, 2025 and you may qualify for this limited time offer.

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State Farm
Investment Services

Plan, save, invest, and grow with us. Whether you’re saving for retirement, funding your child’s education, or building wealth to help you realize the future you envision, we can help.

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Invest with guidance from a registered agent

Thinking about investing in mutual funds? Need help with retirement planning or setting up a traditional or Roth IRA account? Or, maybe it’s time to stash away money in an education savings plan to pay for college expenses or save to buy a new house?

We have local agents that are licensed and trained to help you find the right investment products and guide you every step of the way towards meeting your financial objectives.

Working with a registered agent helps:

Identify investment goals

Knowing what your investment goals are is the first step toward achieving them. Your registered agent can help you define and prioritize those goals based on your unique needs.

Understanding risk tolerance and time horizons

How much risk are you comfortable with taking? How soon might you need access to the money you've invested? Registered agents are trained to offer you investment options based on your goals and target level of risk.

Diversify your holdings

A well-diversified portfolio can’t guarantee against a loss, but it can help you minimize your risk and optimize your returns over time. Your registered agent can help you build a portfolio of investments that work best for you.

Why invest with State Farm

Through changes in the market and the changes in your life, we’ll help you stay on track towards your goals.

 

Personalized
service

Your registered agent can help create a plan personalized to you, based on your goals, your risk tolerance, and your time horizon.

Different accounts for different needs

Saving for retirement? Paying for college? Buying a new house? We offer a number of account options to help you reach your goals.

Industry leading partners

Teaming with strategic partners BlackRock® and American Funds® by Capital Group® helps us to provide our customers a broad range of investment options.

Learn more about financial planning

Broaden your financial literacy through exploring our library of free articles on personal finance and investing.

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Risk Disclosures

BlackRock mutual funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).  BlackRock is not affiliated with SFVPMC or any other entity mentioned herein.  BlackRock is a registered trademark of BlackRock, Inc.

SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for American Funds. American Funds securities are distributed through American Funds Distributors, Inc. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company.

Before investing, consider the funds' investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. Read it carefully.

Dollar cost averaging, automatic investment plans, asset allocation and diversification do not assure a profit or protect against loss.

Neither State Farm nor its agents provide tax, or legal advice.

Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.

Securities available through State Farm® VP Management Corp.

AP2024/11/1690