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Investment services in and around Englewood

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

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 option for you. State Farm agent Ron Smith is happy to help walk you through the details.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Ron Smith may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Ron Smith can help you as you explore the specifics.

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Englewood
  • Venice
  • Rotonda West
  • Port Charlotte
  • Sarasota County
  • Charlotte County
  • South Gulf Cove
  • Placida
  • Cape Haze
  • Bradenton
  • Sarasota
  • Desoto County
  • Arcadia
  • Punta Gorda
  • Boca Grande
  • Lee County
  • Manatee County
  • Nokomis
  • Wellan Park
  • North Port
Profile photo of a State Farm Agent named: Ron Smith

Ron Smith

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
21 S Indiana Avenue
Englewood, FL 34223-3305
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

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.