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Investment services in and around Lubbock

Explore 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

It's always a good time to start preparing for retirement.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Samuel Robertson to go through more specifics! Samuel Robertson is happy to explore flexibility, your timeline, your comfort with risk, and more.

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 achieve your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It's understandable. 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

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Samuel Robertson is happy to help.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Lubbock
  • Lubbock county
  • Texas
  • Amarillo
  • Andrews
  • Midland
  • Odessa
  • shallowater
  • Idalou
  • Brownfield
  • Levelland
  • Plainview
  • Floydada
  • Tulia
Profile photo of a State Farm Agent named: Samuel Robertson

Samuel Robertson

State Farm® Insurance Agent

Office Address:
2710 82nd Street
Lubbock, TX 79423-1452
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Looking for help reaching financial goals in the Lubbock area?

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Simple Insights®

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.

Basic financial terms glossary

Basic terms about credit, retirement and investing that may contribute to your financial knowledge.