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Investment services in and around Lexington

Review 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 prepping for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are happy to help you know where to begin.

Education Savings Plans

There's no better time than the present to start 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 spouse, a friend, or yourself, as they pursue higher education.

Estate Planning

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

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Georgetown
  • Winchester
  • Paris
  • Fayette County
  • Richmond
  • Scott County
  • Berea
  • Madison County
  • Bourbon County
  • Clark County
  • Polo Club
  • Chevy Chase
  • Masterson Station
  • Man O' War
  • Fortune Drive
  • Hamburg
Profile photo of a State Farm Agent named: Brian Shelton

Brian Shelton

State Farm® Insurance Agent
Office Address:
2331 Fortune Drive Suite 190
Lexington, KY 40509-4281
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