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Investment services in and around Davenport

Davenport, 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

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

Investment Services

If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing cash for expenses, 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 continue after you retire.

Business Retirement Plans

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

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Davenport
  • Orlando
  • Winter Park
  • Winter Garden
  • Lakeland
  • Winter Haven
  • Poinciana
Profile photo of a State Farm Agent named: Oswaldo Velazquez

Oswaldo Velazquez

State Farm® Insurance Agent

Office Address:
2200 Forest Lake Dr Unit 102
Davenport, FL 33837
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.