Investment services in and around Butte

Explore Your Financial Goals And Plans With State Farm

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 Leo McCarthy is happy to help walk you through the specifics.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Leo McCarthy may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Leo McCarthy is happy to help.

Business Retirement Plans

Quality employees can make a large impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.