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Investment services in and around Naples

Naples, 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

There's no better time than the present to start preparing for retirement.

Investment Services

Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are happy to help you know where to start.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating 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 while retired? 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 are finished working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Naples
  • Marco Island
  • Estero
  • Bonita Springs
  • Fort Myers
  • Cape Coral
  • Collier County
  • Lee County
  • Sarasota County
  • Immokalee
  • Goodland
  • Chokoloskee
  • Everglades City
  • Lehigh Acres
  • North Fort Myers
  • Punta Gorda
  • Port Charlotte
  • Florida
  • Sanibel
  • Ave Maria
Profile photo of a State Farm Agent named: Shalisse Cerven

Shalisse Cerven

State Farm® Insurance Agent
Office Address:
11546 Tamiami Trail E
Naples, FL 34113-7906
Map & Directions

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

Let's work toward your financial dreams

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