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Investment services in and around Lexington

Lexington, 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

One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

Education Savings Plans

Your agent Wallace Barber can help walk you through the various options of saving for college.

Estate Planning

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

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Wallace Barber can help you as you review the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, if loans are an option, and others. Your local registered agent Wallace Barber can help you study your choices.

Let Us Help Support Your Dreams And Goals

We also offer Investments services in:
  • Lexington
  • Georgetown
  • Nicholasville
  • Versailles
  • Winchester
  • Winchester Road
  • Hamburg
  • 40505
  • 40509
  • 40516
  • Central KY
  • Richmond
  • I-75
  • Man O' War
  • Tuscany
  • Andover
  • Polo Club
  • Frederick Douglass
  • Bryan Station
Profile photo of a State Farm Agent named: Wallace Barber

Wallace Barber

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
2240 Executive Dr., Ste. 101
Lexington, KY 40505
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Simple Insights®

How do 529 plans work?

Learn more about 529 education savings plans that are designed to help families save for future education costs.

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Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.