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Investment services in and around Ozark

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

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Trae Avant can help you research which path may be right for you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for a friend, your child, or your spouse.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.

Business Retirement Plans

State Farm has multiple retirement savings options for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Trae Avant

Trae Avant

State Farm® Insurance Agent

Office Address:
1114 Andrews Avenue
Ozark, AL 36360-3710
Map & Directions

Ozark neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Four kinds of savings and other important savings account information

It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.

Basic financial terms glossary

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