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Investment services in and around Haltom City

Haltom City, Choose State Farm For Help With Your Financial Goals

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

Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin constructing 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

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance reviewing specific options, registered agent Eddie Bermea is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance understanding your options, your local State Farm agent Eddie Bermea is happy to help.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Eddie Bermea

Eddie Bermea

State Farm® Insurance Agent

Office Address:
6370 N Beach
Haltom City, TX 76137
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

What is the difference between a will and a trust?

Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.

Are you saving enough for college? Find out with this calculator

Use this calculator to determine how much should be saved for future college costs.