Investment services in and around Ann Arbor
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
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 Ann Arbor, MI State Farm agent Demetrike Wells-O'Brien can help you investigate.
Investment Services
If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are happy 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 saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Demetrike Wells-O'Brien can help you as you consider the specifics.
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, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Demetrike Wells-O'Brien is happy to help you decipher your options.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- Ann Arbor
- Ypsilanti
- Dexter
- Saline
- Belleville
- Romulus
- Wayne
- Westland
- Livonia
- Milan
- South Lyon
- Canton
- Northville
- Scio Township
Demetrike Wells-O'Brien
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.