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 explore the details with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
Your agent Leo McCarthy can help walk you through the different elements of saving for college.
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
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Leo McCarthy is happy to help you investigate your options.
Business Retirement Plans
State Farm has numerous retirement savings choices for both business owners and their employees.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- SilverBow County
- Jefferson County
- Gallatin County
- Butte
- Dillon
- Whitehall
- Stevensville
- Belgrade
- Ramsay
- Bigfork
- East Helena
- Philipsburg
- Anaconda
- Absarokee
- Granite County
- Madison County
- Lincoln County
- Lewis & Clark County
- Beaverhead County
- Deerlodge County
- Mineral County
- Cascade County
Leo McCarthy
State Farm® Insurance Agent
Looking for help reaching financial goals in the Butte area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
Simple Insights®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.