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Investment services in and around Lexington

Investigate 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement in the future.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Wallace Barber is happy to help you research your options.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Lexington
  • Georgetown
  • Nicholasville
  • Versailles
  • Winchester
  • Winchester Road
  • Hamburg
  • 40505
  • 40509
  • 40516
  • Central KY
  • Richmond
  • I-75
  • Man O' War
  • Tuscany
  • Andover
  • Polo Club
  • Frederick Douglass
  • Bryan Station
Profile photo of a State Farm Agent named: Wallace Barber

Wallace Barber

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
2240 Executive Dr., Ste. 101
Lexington, KY 40505
Map & Directions

A great choice for help reaching financial goals in the Lexington area

Let's work toward your financial dreams

Simple Insights®

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