Investment services in and around Rockwall
Rockwall, choose State Farm for help with your financial goals
Contact Agent JayState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement tomorrow.
Investment Services
There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Jay Trusty can help you determine which path may be right for you.
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 anyone can contribute.
Legacy planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
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 stop working.
Business retirement plans
Among other important business considerations, offering retirement plans for employees is an important decision to ponder.
Let us help champion your dreams and goals
State Farm agent Jay Trusty offers Investments services in:
- Fate
- Heath
- DFW
- Dallas
- Highland Meadows
- Royce City
- Rowlett
- McLendon-Chisholm
- Rockwall County
- Arkansas
- Forney
- Garland
- Louisiana
State Farm agent Jay Trusty offers Investments services in:
- Fate
- Heath
- DFW
- Dallas
- Highland Meadows
- Royce City
- Rowlett
- McLendon-Chisholm
- Rockwall County
- Arkansas
- Forney
- Garland
- Louisiana
Location
2861 Ridge Road Suite 111Rockwall, TX 75032-5518
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Contact Agent JayInsurance and Financial products offered
Simple Insights®
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
DIY home improvement or hire a pro?
Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.