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Investment services in and around Midland

State Farm can help with your financial aspirations

Contact Agent Kristel

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Kristel Tate in Midland to learn more about how they can assist you.

Education savings plans

When saving for college, anyone can contribute.

Legacy 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 for a special needs individual, and more.

Annuities

Basic expenses and bills don't quit 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 solution to create the stream of income that works for you and your goals post-retirement.

Business retirement plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Kristel Tate can help you research your choices.

Let us help support your dreams and goals

State Farm agent Kristel Tate offers Investments services in:

  • Midland,TX
  • Odessa,TX
  • Justin,TX
  • Martin County,TX
  • Big Spring, TX
  • Christoval, Tx
  • Crane, TX
  • Southlake, Tx
  • Gardendale, Tx
  • Snyder, TX
  • Andrews, Tx
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Kristel Tate offers Investments services in:

  • Midland,TX
  • Odessa,TX
  • Justin,TX
  • Martin County,TX
  • Big Spring, TX
  • Christoval, Tx
  • Crane, TX
  • Southlake, Tx
  • Gardendale, Tx
  • Snyder, TX
  • Andrews, Tx
Profile photo of a State Farm Agent named: Kristel Tate

Kristel Tate

State Farm® Insurance Agent

Location

3211 W Wadley Avenue Suite 12
Midland, TX 79705-6227

Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Contact Agent Kristel

Insurance and Financial products offered

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