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Investment services in and around Duluth

Duluth, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement down the road.

Investment Services

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

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 your timeline, your comfort with risk, flexibility, and more.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Sam Ashby can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.

Business Retirement Plans

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

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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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.

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.