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Investment services in and around Greenwood

Navigate 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 Greenwood, IN State Farm agent Drew Dozier can help you understand.

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

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 even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Greenwood State Farm agent Drew Dozier, can be a useful 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 when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Drew Dozier can help you as you review the specifics.

Business Retirement Plans

State Farm has various retirement savings possibilities for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Greenwood
  • Indianapolis
  • Bargersville
  • Franklin
  • New Whiteland
Profile photo of a State Farm Agent named: Drew Dozier

Drew Dozier

State Farm® Insurance Agent
Office Address:
3100 Meridian Parke Drive Suite W
Greenwood, IN 46142
Map & Directions

A great choice for help reaching financial goals in the Greenwood area

Let's work toward your financial dreams

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Basics of investing

Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.