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Invest now. Earn a cash bonus.

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.

Learn more about the IRA bonus

State Farm
Investment Services

Whether you’re a customer who wants to make your own investment decisions or delegate them to a team of professionals, we have options to serve customers with different needs.

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Invest with guidance from a registered agent

Need help with investing for retirement  or setting up a Traditional or Roth IRA? Or, maybe it’s time to plan for college expenses or save to buy a new house?

We have registered agents to help you find the right investment products or services and guide you every step of the way towards meeting your individual 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 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 can provide you with 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.

Different services for different customers

To better serve customers with different needs, we offer options. Count on your State Farm registered agent to explain the differences.

Brokerage or Advisory Services? Which option is right for you?

With a child draped across her lap and another hugging her neck, a young mother uses her laptop to check her model portfolio

Additional financial insights

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

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Risk Disclosures

Before investing in mutual funds available through registered representatives (RRs) of State Farm VP Management Corp (SFVPMC), 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. 

Before engaging SFIMC as an investment adviser, please review the SFIMC CRS and the SFIMC Wrap Fee Program Brochure for information about SFIMC and its fee, methods of analysis, investment strategies, business practices, disciplinary information, financial industry activities and affiliations, and other practices. This information is contained on statefarm.com (www.statefarm.com/ips/Advisory).

In connection with establishing an advisory relationship with us, you will establish a brokerage account with our affiliate, State Farm VP Management Corp. (“SFVPMC”), a Registered Broker Dealer.

An SFIMC investment adviser representative (IAR) agent is acting as an investment adviser representative only when providing advisory services on behalf of SFIMC. In addition to acting as an investment adviser representative, an IAR agent also may serve as a registered representative on behalf of SFVPMC.

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.

AS2025/03/0530