Investment services in and around Dallas
Investigate your financial goals and plans with State Farm
Contact Agent RayState 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 understand which may be right for you, State Farm agent Ray Scott in Dallas, TX is here to help!
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education savings plans
When saving for college, anyone can contribute.
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 Ray Scott can be a useful 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 end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.
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 Ray Scott is happy to help you research your options.
Let us help you with your monetary objectives
State Farm agent Ray Scott offers Investments services in:
- Dallas, Texas
- Fort Worth, Texas
- Austin, Texas
- Houston, Texas
- Ardmore, Oklahoma
- Oak Cliff, Dallas
- Pilot Point, Texas
- Melissa, Texas
- Rockwall, Texas
State Farm agent Ray Scott offers Investments services in:
- Dallas, Texas
- Fort Worth, Texas
- Austin, Texas
- Houston, Texas
- Ardmore, Oklahoma
- Oak Cliff, Dallas
- Pilot Point, Texas
- Melissa, Texas
- Rockwall, Texas
Location
4144 N. Central Expy, #700Uptown Tower
Dallas, TX 75204-3133
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Contact Agent RayInsurance and Financial products offered
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.