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Investment services in and around Orlando

Orlando, Choose State Farm For Help With Your Financial Goals

State 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 plan today to enjoy retirement down the road.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, time left to save, amount to save, and more. Agent Jose Rosario in Orlando, FL would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Jose Rosario is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Orlando
  • Winter Garden
  • Kissimmee
  • St Cloud
  • Winter Park
  • Georgia and Florida
  • Osceola
  • Lake Nona
  • Celebration
  • Polk
  • Clermont
  • Seminole
  • Hillsborough
  • Four Corners
  • Davenport
  • Orange
  • Athens
  • Atlanta
  • MIami
Profile photo of a State Farm Agent named: Jose Rosario

Jose Rosario

State Farm® Insurance Agent

ChFC® CPCU® RICP® CLU® WMCP®
Office Address:
10249 S John Young Parkway
Suite 110
Orlando, FL 32837-4022
Map & Directions

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