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Investment services in and around Potomac

Investigate 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

Today is a good day to start getting ready for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

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

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin mapping out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

Let Us Help You Accomplish Your Dreams And Goals

We also offer Investments services in:
  • Potomac
  • Potomac, MD
  • Rockville
  • Rockville, MD
  • Poolesville, MD
  • Mount Airy, MD
  • Howard County
  • Silver Spring, MD
  • Baltimore, MD
  • Hagerstown, MD
  • Darnestown, MD
  • Travilah, MD
  • Bowie, MD
  • Gaithesburg, MD
  • College Park, MD
  • Stafford County, MD
  • Anne Arundel, MD
  • Loudoun County, MD
  • Greenbelt, MD
  • District Heights, MD
Profile photo of a State Farm Agent named: David Munson

David Munson

State Farm® Insurance Agent
Office Address:
11325 Seven Locks Road Suite 291
Potomac, MD 20854-3205
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A great choice for help reaching financial goals in the Potomac area

Start working toward your financial goals

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