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Investment services in and around Duluth

State Farm Can Help With Your Financial Aspirations

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

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Sam Ashby to go through more specifics! Sam Ashby is happy to discuss flexibility, your timeline, your comfort with risk, and more.

Estate Planning

As you sift through options and goals, including Duluth State Farm agent Sam Ashby, can be a valuable asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 persist after you retire.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Sam Ashby is happy to help.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Sam Ashby

Sam Ashby

State Farm® Insurance Agent

CPCU® CLU® CLF® ChFC®
Office Address:
4390 Pleasant Hill Road Suite B
Duluth, GA 30096-8054
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

What can 529 funds be used for if my child doesn't go to college?

Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.