Investment services in and around Melbourne

Explore Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Now is the time to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Eric Ponce in Melbourne to learn more about how they can assist you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for yourself, your spouse, or your child.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance exploring specific options, registered agent Eric Ponce is happy to help.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.