Investment services in and around Metairie

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Metairie, LA State Farm agent Tony Bordlee can help you investigate.

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

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

Estate Planning

As you sift through options and goals, including Metairie State Farm agent Tony Bordlee, can be a beneficial source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Tony Bordlee can help you as you investigate the specifics.

Business Retirement Plans

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