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Investment services in and around Mount Dora

Mount Dora, 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

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

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or invest for retirement? State Farm agents are ready to help you know where to start.

Education Savings Plans

Now is the time to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, yourself, or a friend, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

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

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Mount Dora
  • Eustis
  • Tavares
  • Leesburg
  • Apopka
  • Villages
  • clermont
Profile photo of a State Farm Agent named: David Underwood

David Underwood

State Farm® Insurance Agent
Office Address:
4900 Hwy 19a North
Mount Dora, FL 32757
Map & Directions

Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

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