Investment services in and around Dallas
Explore your financial goals and plans with State Farm
Contact Agent KelseyState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Kelsey DeLuca is happy to help walk you through the details.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education savings plans
There are details to think about before starting to save for education. These include amount to save, time left to save, flexibility, and more. Agent Kelsey DeLuca in Dallas, TX would love to help you investigate the options that may be right for you.
Legacy 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 Kelsey DeLuca can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Kelsey DeLuca is happy to help you explore your options.
Business retirement plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let us help you with your monetary objectives
Location
18800 Preston Road Suite 100Dallas, TX 75252-8565
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Contact Agent KelseyInsurance and Financial products offered
Simple Insights®
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.