Investment services in and around Owasso
Investigate your financial goals and plans with State Farm
Contact Agent CarissaState 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 investigate which may be right for you, State Farm agent Carissa Fratzke in Owasso, OK is here to help!
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business retirement plans
State Farm has multiple retirement savings choices for both business owners and their employees.
You have financial aspirations. Let us help!
Location
11620 E 86th Street NOwasso, OK 74055-2531
Looking for help reaching financial goals in the Owasso area?
Start working toward your financial goals
Contact Agent CarissaInsurance and Financial products offered
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