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Investment services in and around Palatine

Palatine, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Palatine, IL State Farm agent Maggie May can help you explore.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Maggie May can help you as you explore the specifics.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Arlington Heights
  • Hoffman Estates
  • Hickory Hills
  • Palos Hills
  • Bridgeview
  • Justice
  • Rolling Meadows
  • Barrington
  • Schaumburg
  • Mount Prospect
  • Park Ridge
  • Elk Grove Village
  • Kildeer
  • Wisconsin
  • Indiana
Profile photo of a State Farm Agent named: Maggie May

Maggie May

State Farm® Insurance Agent
Office Address:
325 N Northwest Highway
Palatine, IL 60067-5328
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

Simple Insights®

Building a special needs estate plan

Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.