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Investment services in and around Frisco

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

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

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or your child.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin mapping 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 stop when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.

Let Us Help You Reach Your Dreams And Goals

We also offer Investments services in:
  • Colony
  • Little Elm
  • Prosper
  • McKinney
  • Dallas County
  • Plano
  • Garland
  • Allen
  • Collin County
  • Aubrey
  • Farmers Branch
  • Lewisville
Profile photo of a State Farm Agent named: Mike Bergman

Mike Bergman

State Farm® Insurance Agent
Office Address:
5150 Warren Parkway
Suite 705
Frisco, TX 75034
Map & Directions

Discover how State Farm can help you reach your financial goals

Start working toward your financial goals

Simple Insights®

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

FAFSA® facts families need to know

FAFSA stands for Free Application for Federal Student Aid. We'll explain the important things about FAFSA that can help pay for college.

Simple Insights®

How does 401k matching work?

Find out how 401k savings plans and employer matching works.

FAFSA® facts families need to know

FAFSA stands for Free Application for Federal Student Aid. We'll explain the important things about FAFSA that can help pay for college.