Investment services in and around Baltimore

Baltimore, 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

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 fit for you. State Farm agent Tamara Thomson is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Tamara Thomson in Baltimore to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, time left to save, your comfort with risk, and more. Agent Tamara Thomson in Baltimore, MD would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Tamara Thomson is happy to help you consider your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Tamara Thomson can help you understand your choices.