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Investment services in and around Bartlesville

Review 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

Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

Education Savings Plans

There's no better time than the present to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, yourself, or your spouse, as they pursue higher education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start laying out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you retire.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • dewey
  • pawhuska
  • ramona
  • ochelata
  • nowata
  • copan
Profile photo of a State Farm Agent named: Matt Spence

Matt Spence

State Farm® Insurance Agent
Office Address:
124 SW Frank Phillips Blvd
Bartlesville, OK 74003-6607
Map & Directions

Bartlesville neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

Simple Insights®