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Investment services in and around Palatka

Palatka, 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Susan Helwig in Palatka, FL is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Your agent Susan Helwig can help walk you through the different elements of saving for college.

Estate Planning

As you sift through options and goals, including Palatka State Farm agent Susan Helwig, can be a worthwhile resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Basic expenses and bills don't end 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 that's right for your post-retirement.

Business Retirement Plans

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

Let Us Help Champion Your Dreams And Goals

We also offer Investments services in:
  • green cove springs
  • interlachen
  • Ft McCoy
  • Satsuma
  • San Mateo
  • East Palatka
  • Welaka
  • Crescent City
  • Hastings
Profile photo of a State Farm Agent named: Susan Helwig

Susan Helwig

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
836 S Moody Road
Palatka, FL 32177-8414
Map & Directions

Palatka neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

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