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Investment services in and around Bethesda

Navigate 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

It's always a good time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Now is the time to begin saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, your spouse, or a friend, as they pursue higher education.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Bethesda
  • Bethesda, MD
  • Chevy Chase, MD
  • North Bethesda, MD
  • Chevy Chase
  • Bowie, MD
  • Bel Air, MD
  • Montogomery County
  • Kensington, MD
  • Walkersville, MD
  • Annapolis, MD
  • South Kensington, MD
  • Chesapeake Beach, MD
  • Fairfax County
  • Arlington County
Profile photo of a State Farm Agent named: David Munson

David Munson

State Farm® Insurance Agent
Office Address:
7910 Woodmont Avenue
Suite 850
Bethesda, MD 20814-3058
Map & Directions

A great choice for help reaching financial goals in the Bethesda area

Let's work toward your financial dreams

Simple Insights®

Simple Insights®